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Financial Planner
2 months ago
Job Summary:
We are seeking an experienced Financial Planner to join our team at Regional Recruitment Services. As a Financial Planner, you will be responsible for providing bespoke wealth management services to clients, prioritizing their needs and goals.
Key Responsibilities:
- Take initiative to anticipate and address client needs.
- Collaborate effectively with colleagues to achieve shared goals.
- Strive for excellence in all endeavors, setting high standards for personal and professional achievement.
- Cultivate strong rapport with clients, colleagues, and stakeholders, creating trust and loyalty through effective communication.
Requirements:
- Minimum Level 4 Qualified and wanting to move to Chartered Status.
- Experienced Adviser looking at running their own self-employed business within the RWM umbrella.
- Experienced in giving bespoke advice set to clients and with a drive for elite customer service.
- Evidencing drive for personal and professional growth with acting independently and intuitively.
What We Offer:
- Comprehensive support and training to establish and grow your own business, network, and client base.
- A competitive financial support package tailored to your personal and business needs.
- Guidance with lead generation and marketing strategies to maximize your success.
- Collaborating with experienced advice professionals utilizing proven processes and technology.
- Streamlined client case processing to optimize your time for meaningful client interactions.
About Us:
Regional Recruitment Services is an award-winning independent recruitment agency that has been operating since 2008. We offer permanent, temporary, and contract jobs within the Commercial, Construction, Industrial, and Engineering sectors. To view all our positions available throughout the United Kingdom, please visit our website.
