Overview
Our client are currently looking for a Desk-based Associate Financial Planner to join a major Wealth Management business with over £55bn AUM and a network of over 50 offices across the UK.
Responsibilities
* As Associate Financial Planner you will be a key member of a team that services the financial planning needs of households across the UK
* You will provide a service to these clients to retain them and develop their business and do annual reviews
* You will have an excellent opportunity to develop your skills and advance your career as a Financial Planner
* Outstanding development and support will be given to you
* Following induction, a hybrid working home/office working arrangement will be available
Qualifications and experience
* You will be at least Level 4 Diploma qualified
* You will have experience as a Financial Adviser, Mortgage and Protection Adviser or Paraplanner
* You will be a quick learner, have excellent communication skills and pride yourself on your relationships with your clients
Role specifics
* Desk-based/Telephony Financial Planners and Associate Financial Planners
* Locations Main hubs are Leeds, Bristol and Edinburgh
* Starting salary typically £37K (negotiable up to c. £50k+) + bonus and benefits
Divisions
* Client Bank Management
o Work with these clients to retain them and their assets and do annual reviews
o Ideal for people in the early stage of their career in Financial Services
* Specialist Protection
o Providing annuity and/or protection advice
o Complex cases
o Ideal for someone coming from a life and protection background
o Someone with a passion for Protection
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