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Financial Planner

Posted a month ago

Job Title: Financial PlannerLocation: 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-standing planners.Develop new client relationships through proactive networking and business development efforts.Benefits Package:Financial Planner Bonus Scheme.Fully matched Pension of 5.00%.Life Assurance (4 times basic salary).28 Days Holidays plus Bank Holidays."Guaranteed" bonus in the first year as the Planner inherits clients and gets up to speed.If you are seeking a long-term role within a company that values its employees and fosters a supportive working environment, then this opportunity could be perfect for you. You will be joining a business focused on delivering excellence and making a positive impact on clients' financial futures.Note: Interested candidates should apply with their updated CV. Only shortlisted applicants will be contacted for further discussion.JBRP1_UKTJ
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