Senior Financial Consultant

3 days ago

StokeonTrent, Stoke-on-Trent, United Kingdom Everpool Full time

Financial Planner Opportunity


Everpool is seeking an experienced Financial Planner to join their growing business. Based in the Midlands, they are a CII Chartered Firm that has been helping clients achieve their life goals since 2001.


About the Role


The successful candidate will have a strong background in financial planning and a proven track record of delivering exceptional results. As a remote Financial Planner, you will be responsible for providing expert advice to clients and helping them achieve their financial objectives.


Key Responsibilities


• Provide expert financial planning advice to clients

• Develop and implement tailored financial plans

• Conduct regular reviews to ensure client goals are on track

• Collaborate with internal teams to deliver exceptional client experiences

• Stay up-to-date with industry developments and best practices


What We Offer


Everpool offers a competitive salary range of £55,000 - £80,000 (with OTE in excess of £100,000). As a CII Chartered Firm, they have a strong commitment to professional development and offer ongoing training and support to help you achieve your career goals.


Why Choose Everpool?


Everpool is a successful and growing business with a strong reputation for delivering exceptional results. As a Financial Planner, you will be part of a dynamic team that is passionate about helping clients achieve their financial goals.

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