Opportunitytojoinagrowingfirmdedicatedtohelpingclientsaccumulatelife,notjustwealth,asaFinancialPlanner,asthefirmcontinuestoexpandtheirteam.Awarmandwelcomingcompany,fosteringaharmonious,approachable,andeasy-goingenvironment. OutlineoftheRole Takeonexistingreviewclientsandmaintainclientrelationships as the sole advisor Workwithadedicatedteamforclientsupport- Paraplanner and Administrator Offersupportandguidanceininvestmentplanning,pensionandinsurance. FinancialPlannerRequirements: Qualifiedtolevel4CIIRegulatedDiplomainFinancialPlanning IdeallyCharteredStatusorprogressingtowardsCharteredstatusandhaveagoodunderstandingoffinancialadviceregulations OfficebasedinDevon Minimum3yearsexperienceinaFinancialAdvicebusinesswithexceptionalorganisationalandplanningskills Excellentwrittenandverbalcommunication,numeracyskills,andaproactive,innovativemindset Experienceinthefinancialadviceprocessandapassionforcollaborationandinteractionwithothers Benefits Annualsalarydependentonexperienceandcharteredstatus PensionandPMI Freeparking 25daysholidayplusBankHolidays. Fullbackofficesupport