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Experienced Financial Planner - Witney, Witney
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Client:
Blakemore Recruitment
Location:
Witney, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
a36e5a254ee4
Job Views:
11
Posted:
18.06.2025
Expiry Date:
02.08.2025
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Job Description:
We are currently recruiting for a Financial Planning practice in Witney that is looking to recruit an Experienced Financial Planner to join their growing business. This is a great opportunity to join an expanding company. They provide clients and leads. The ideal candidate will have strong business development experience and the ability to convert leads into clients.
Company Description
The company offers personalized financial planning services to help clients plan ahead, protect assets, and secure their financial future. They focus on listening to clients' concerns and aspirations to provide tailored advice without pushing products or making false promises. Their goal is to help clients achieve their goals and gain peace of mind through smart, efficient financial advice.
Role Description
This is a full-time, hybrid and/or office-based role for an experienced Financial Planner. The Financial Planner will handle daily financial planning tasks in Long Hanborough, with flexibility to work from home as needed:
* Provide comprehensive financial planning advice to clients.
* Build and maintain strong client relationships.
* Identify and develop new business opportunities.
* Review and adjust clients' financial plans regularly.
* Stay informed about financial regulations and market trends.
Requirements:
* 3-5 years of experience in a financial planning role.
* Proven success in business development.
* Strong skills in client relationship management.
* Excellent communication and interpersonal skills.
Qualifications
* Financial Planning and Personal Financial Planning skills.
* Level 4 qualification or Certified Financial Planner certification.
* Expertise in finance and retirement planning.
* Strong analytical and problem-solving skills.
* Excellent communication and interpersonal abilities.
* Experience in the financial services industry.
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