Financial Planner

JR United Kingdom; Hessle; Hybrid; GBP 60,000 - 75,000; Full time

Job description

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 itself 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 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 of 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.
• 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!