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Financial Planner
Job Posted: 21 days ago
Salary: £ 60,000 - 75,000 / Annum
Job Type: Permanent
Location: Hessle
Expire in: 6 days
Job Description
We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their Advice team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.
If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!
What you'll be doing:
Providing financial advice to a book of existing clients based across the area via phone call, online meetings and in person meetings
Working closely with the clients, provide advice across a wide range of cases such as Pensions, Investments, Retirement Planning etc.
Liaising with the Paraplanning & Administration teams to provide positive client outcomes
Adhering to FCA requirements and Compliance Policies
What you need to apply:
Level 4 Qualified as a minimum, Level 6 is desirable
3+ Years Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions
The ability to form positive relationships with clients
What's in it for you?
A basic salary of up to £75,000 dependent on experience and qualifications
Bonus scheme
Flexible working structure with working from home and flexitime offered
Social opportunities throughout the year
Exam funding and support
Progression opportunities into different areas of the business, depending on which way you see your career heading!
Generous annual leave allowance
What next?
Hit apply or contact Dan directly!
(email address removed)Before You Apply
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- Bank details.
- National Insurance number.
- Date of birth.
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Looking for your next career move? Join a top company hiring Financial Planner job near me in Hessle! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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