Recruit4staff are proud to be representing their client, an established Financial Services Firm in their search for a Financial Planner to work in their leading facility in Dronfield.
Job Role:
As a Financial Planner, you will be working on a self-employed basis whilst enjoying the support of a structured company framework ensuring compliance. You will be responsible for servicing and reviewing existing client portfolios, presenting a chosen proposition to clients, and onboarding new clients. Your day-to-day will also include managing existing portfolios covering retirement planning, investment planning, inheritance tax, estate planning, and mortgages.
* Pay: Negotiable
* Hours of Work: Monday to Friday, Hybrid arrangement
* Duration: Permanent
* Overtime Rules: N/A
Be working as a Financial Planner building a client base of approximately £6 million in value
* Mortgages
* Life insurances
* Pensions
Desired Qualifications:
Chartered Financial Planning status
Desired Qualifications:
* Diploma Level 4 in Financial Planning or similar
* Chartered status or working towards Chartered status
Additional Information:
* Structured and compliant company support for self-employed advisors
* Opportunity to manage a substantial and diverse client portfolio
* Flexibility to work on a hybrid basis
Similar Job Titles:
Commutable From:
Sheffield, Chesterfield, Rotherham, Worksop
For further information about this and other Financial Planner positions, please apply now.
This vacancy is being advertised on behalf of Recruit4staff Limited, who are operating as a recruitment agency.
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