Job Title: Financial Planner
Location: West Midlands ( Warwickshire and Worcestershire)
Salary: £50,000 - per annum
We are recruiting for a Financial Planner to join a well-established Financial Planning business. They are at a pivotal moment of positive change. They pride themselves on delivering exceptional service to their clients. Led by a modern, supportive leadership team, they foster a culture of collaboration and continuous improvement. As part of their expansion plans, they are seeking an experienced Financial Planner to join their team. This is an exciting opportunity to join a well-established and growing business with a strong emphasis on professional development and a client-centric approach. The geographical area for this role is West Midlands (Warwickshire and Worcestershire and the surrounding areas).
Key Requirements:
CII Level 4 Diploma qualification (minimum).
Experience advising clients.
Drive, determination, and commitment demonstrated in everyday working practices.
Excellent communication skills, with a client-focused approach.
Commitment to ongoing personal and professional development.
Proven track record of success as a tied, restricted, or independent financial planner.Key Responsibilities:
Provide comprehensive financial planning advice to clients, always prioritizing their needs.
Utilize full admin and paraplanning support to deliver exceptional service.
Manage existing client relationships inherited from long-standin...