Financial Planner

enable recruitment | B Corp™; Birmingham; Remote; GBP 60,000 - 75,000

Job description

3 days ago Be among the first 25 applicants

Senior Recruitment Consultant – Wealth Management at enable recruitment | B Corp

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 the industry and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.

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

What you'll be doing:

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

What you need to apply:

1. Level 4 Qualified as a minimum, Level 6 is desirable
2. 3+ Years Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions
3. The ability to form positive relationships with clients

What's in it for you?

1. A basic salary of up to £75,000 dependent on experience and qualifications
2. Remote working setup, with travel to clients within the Midlands
3. Social opportunities throughout the year
4. Exam funding and support
5. Progression opportunities into different areas of the business, depending on which way you see your career heading!
6. Generous annual leave allowance

What next?

Hit apply or contact Dan directly at [e-mail].

Seniority Level

Not Applicable

Employment Type

Full-time

Job Function

Consulting