Wealth Creation Expert

4 days ago


Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time
Cathedral Appointments Ltd is a professional services firm seeking a skilled Financial Planner to join their team in Tiverton. In this role, you will work closely with clients to understand their financial needs and develop tailored solutions to meet their goals.

The ideal candidate will have a strong understanding of financial regulations and product updates, as well as excellent communication and interpersonal skills. A Diploma in Financial Planning is highly desirable, but not essential.

Your responsibilities will include evaluating clients' financial documents, providing expert advice on pensions, insurance, and investment planning, and conducting regular review meetings. You will also maintain strong relationships with clients and stay up-to-date on industry developments.

We offer a competitive salary of up to £55,000, depending on experience, along with a range of benefits including a discretionary bonus, 25 days holiday plus bank holidays, and free onsite parking.

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