Financial Planner

We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their Advice team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.

If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!

What you'll be doing:

• Providing financial advice to a book of existing clients based across the area via phone call, online meetings and in person meetings
• Working closely an existing client bank, providing advice across a wide range of cases such as Pensions, Investments, Retirement Planning etc.
• Liaising with the Paraplanning & Administration teams to provide positive client outcomes
• Adhering to FCA requirements and Compliance Policies

What you need to apply:

• Level 4 Qualified as a minimum, Level 6 is desirable
• 3+ Years Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions
• The ability to form positive relationships with clients

What's in it for you?

• A basic salary of up to £75,000 dependent on experience and qualifications
• Bonus scheme
• Flexible working structure with working from home and flexitime offered
• Social opportunities throughout the year
• Exam funding and support
• Progression opportunities into different areas of the business, depending on which way you see your career heading!
• Generous annual leave allowance

What next?

Hit apply or contact Dan directly!

daniel@enable-recruitment.co

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