Job Description
Opportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team. A warm and welcoming company, fostering a harmonious, approachable, and easy-going environment.
Outline of the Role
* Take on existing review clients and maintain client relationships
* Work with a dedicated team for client support and collaborate on the continuous development of advice and investment propositions
* Offer support and guidance in investment planning, pension and insurance.
Financial Planner Requirements:
* Qualified to level 4 CII Regulated Diploma in Financial Planning
* Ideally Chartered Status or progressing towards Chartered status and have a good understanding of financial advice regulations
* Office based in Devon
* Minimum 3 years experience in a Financial Advice business with exceptional organisational and planning skills
* Excellent written and verbal communication, numeracy skills, and a proactive, innovative mindset
* Experience in the financial advice process and a passion for collaboration and interaction with others
Benefits
1. Annual salary dependent on experience and chartered status
2. Pension and PMI
3. Free parking
4. 25 days holiday plus Bank Holidays.
5. Full back offi...