Our client is an established independent financial planning firm who are looking for an experienced
Financial Planner
to join the team on a permanent basis.
The role will involve taking responsibility for the following:
* Provide tailored financial planning and investment advice
* Build strong, long-term client relationships
* Offer clear guidance on pensions, protection, tax planning, and wealth management
* Stay up to date with regulatory requirements
* Deliver exceptional service with a client-first mindset
Key Requirements:
* Level 4 Diploma in Regulated Financial Planning
* Experience in financial advice or wealth management
* Strong communication and analytical skills
* A proactive, ethical, and detail-focused approach
What's on Offer:
* Competitive salary plus performance-based incentives. Realistic earnings over £80,000 (unlimited)
* A stable, well-established business that caters for its local community
* Full support for career development and further qualifications
* A collaborative, forward-thinking workplace
* The opportunity to make a meaningful difference in clients' lives
* A ready-made client bank. They have a steady stream of new clients, but focus on servicing their long-standing clients
* Hybrid working. The clients appreciate face-to-face service, so you'll need to be in the Staffordshire office 2-3 days per week
Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.
If you would like this job advertisement in an alternative format, please contact MERJE directly.