Description: We are excited to partner with an award-winning independent financial advisory firm that is actively seeking to grow its advice team! Our client has established an excellent reputation in the industry and takes pride in delivering tailored advice and wealth planning expertise to clients throughout the UK.
If you are an experienced Financial Planner looking for your next step in your career, we would love to hear from you!
What you'll be doing:
* Providing advice to a book of existing HNW/UHNW 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:
* Chartered as a minimum
* 10 + 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 100,000 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!
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