Up to £55k DOE | Hybrid Working | Tiverton
A thriving professional services firm, is seeking a Financial Planner to join their team. As a Financial Planner, you will offer sound financial advice to clients, helping them achieve their financial goals with clarity and trust.
Responsibilities of the Financial Planner include: -
- Evaluate clients’ financial documents and provide personalised financial advice
- Offer support and guidance in pensions, insurance, and investment planning
- Conduct annual review meetings and maintain ongoing client relationships
- Stay informed on financial regulations and product updates to ensure accurate advice
Requirements of the Financial Planner include: -
- Previous experience as a Financial Planner within financial services would be advantageous
- Diploma in Financial Planning - Chartered not essential but useful, funding available up to Chartered where required
- Strong communication and interpersonal skills
- Customer-oriented with experience in building and maintaining client relationships
- Eagerness to learn and stay updated on financial best practices
Benefits:
Alongside working within a collaborative and supportive team environment, you will also gain:
- Opportunities for career growth and development
- Salary up to £55,000 depending on experience
- Discretionary bonus
- 25 days holiday plus bank holidays
- Monday – Friday 8:30am - 5pm
- Free onsite parking
- Health Insurance after 6 months
- Company pension
Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.
Recruitment Consultant: Jo Howell
Ref: 10647