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Everpool Recruitment
GB
Job Title: Financial Planner Location: West Midlands (Warwickshire and Worcestershire) Salary: £50,000 - per annum We are recruiting for a Financial Planner to join a well-established Financial Planning business. They are at a pivotal moment of positive change. They pride themselves on delivering exceptional service to their clients. Led by a moder
Job Source: Everpool RecruitmentFocus Search and Selection
Birmingham
Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management firm. Key Requirements: Fully qualified Financial Planner with a proven track record. Minimum of 5 y
Job Source: Focus Search and SelectionFocus Search and Selection
Redditch
Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management firm. Key Requirements: Fully qualified Financial Planner with a proven track record. Minimum of 5 y
Job Source: Focus Search and SelectionRecruit UK
Coventry
Job Title: Financial Planner Ref: 9048 Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can
Job Source: Recruit UKEverpool Recruitment
Warwickshire
Job Title: Financial Planner Location: West Midlands ( Warwickshire and Worcestershire) Salary: £50,000 - per annum We are recruiting for a Financial Planner to join a well-established Financial Planning business. They are at a pivotal moment of positive change. They pride themselves on delivering exceptional service to their clients. Led by a mode
Job Source: Everpool Recruitmentmbf.
United Kingdom
Job Title: Financial Planner Location: West Midlands, UK, Field based/ Agile working Salary Range: £60,000 - £75,000 plus Bonus and company Benefits - Six Figure First year OTE A lucrative opportunity awaits an experienced Financial Planner to join a well established firm of Chartered Financial Planners based in the West Midlands. Our client, a
Job Source: mbf.Focus Search and Selection
Coventry
Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management firm. Key Requirements: Fully qualified Financial Planner with a proven track record. Minimum of 5 y
Job Source: Focus Search and SelectionFocus Search and Selection
Tamworth
Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management firm. Key Requirements: Fully qualified Financial Planner with a proven track record. Minimum of 5 y
Job Source: Focus Search and SelectionUnited Kingdom
Our client, a rapidly expanding and acquisitive Wealth Management firm, are looking for a Financial Planner to input into the strategic direction of the business as part of the Financial Planning leadership team.
They are currently seeking a highly motivated and experienced Financial Planner who wants to develop and looking to take the next step along their career path. As part of the team, you will have the support of experienced Paraplanners and a highly efficient administration team.
Key Responsibilities:
To conduct telephone advice meetings with clients from across the country.
To help to produce detailed but customer-friendly suitability reports.
To keep abreast of legislation, compliance, and industry changes.
Completing all business in a compliant manner and aligned with FCA requirements.
Ensuring that all recommendations are suitable and, in the best interests of the client.
Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principles and Code of Practice for approved persons.
Support other team members to enable them to perform their tasks efficiently to enhance the client experience.
Key Skills & Experience:
Minimum of 3 years' personal finance advisory experience
Minimum Level 4 Diploma
Previous experience of delivering financial advice
Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.
If you would like this job advertisement in an alternative format, please contact MERJE directly.
Financial Planner jobs in United Kingdom
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