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Financial Planner

enable Recruitment

Birmingham

Remote

GBP 50,000 - 75,000

6 days ago

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An award-winning independent financial advice firm is seeking a detail-oriented professional to join their Advice team. This exciting role involves providing bespoke financial advice to clients across a variety of cases, including pensions and investments. You will play a crucial role in helping clients achieve their financial goals while adhering to compliance policies. The company offers a supportive environment with remote working options, generous annual leave, and opportunities for progression. If you are passionate about financial planning and client service, this is the perfect opportunity for you!

Bonus scheme

Remote working setup

Social opportunities

Exam funding and support

Progression opportunities

Generous annual leave allowance

Minimum Level 4 qualified; Level 6 is desirable.
3+ years of financial advice experience required.

Provide financial advice to existing clients via various communication methods.
Work closely with clients on pensions, investments, and retirement planning.

Financial Advice

Client Relationship Management

Retirement Planning

Investment Knowledge

Pensions Knowledge

Level 4 Qualification

Level 6 Qualification

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

If you are a detail-oriented 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 calls, online meetings, and in-person meetings.
Working closely with clients to provide 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, and 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.
Remote working setup, with travel to clients within the Midlands.
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!

(email address removed)

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