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Financial Planner Position

2 months ago

StokeonTrent, Stoke-on-Trent, United Kingdom Exchange Street Claims & Financial Services Full time
About Exchange Street Claims & Financial Services

We're a forward-thinking financial services firm dedicated to providing exceptional client experiences. Our innovative approach and commitment to ethics have earned us a reputation as a leader in the industry.

Job Title: Financial Planner

We're seeking an experienced Financial Planner to join our team. As a key member of our planning department, you'll work closely with our founder and senior planners to deliver tailored financial solutions to our clients.

Key Responsibilities:
  1. Manage a significant client book, providing expert financial planning advice and guidance.
  2. Collaborate with our events team to develop and deliver engaging financial planning events.
  3. Contribute to the development of our business development plan, identifying opportunities for growth and improvement.
Requirements:
  • 3+ years of post-CAS financial planning experience.
  • Strong understanding of financial planning principles and practices.
  • Excellent communication and interpersonal skills.
What We Offer:
  • A supportive and empowering work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and bonus structure.

We're committed to hiring individuals who share our values and are passionate about delivering exceptional client experiences. If you're a motivated and experienced Financial Planner looking for a new challenge, we'd love to hear from you.