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SalaryJoin a dynamic financial services firm at an exciting time of growth and expansion. With a commitment to delivering excellent service to clients, we prioritize a client-centric culture and professional development. We are seeking an additional Financial Planner to join our team, based in the West Midlands area. If you are someone who always puts the client's needs first, then we want to hear from you.Requirements:
- CII Level 4 Diploma qualification (minimum).
- Minimum of three years' experience advising clients.
- Drive, determination, and commitment demonstrated in everyday working practices.
- Excellent communication skills, with a focus on teamwork and client satisfaction.
- Commitment to ongoing personal and professional development.
- Proven track record of success as a tied, restricted, or independent financial planner.
- Provide comprehensive financial planning services to clients, prioritizing their needs and objectives.
- Receive full admin and paraplanning support.
- Manage existing client relationships inherited from long-standing planners.
- Develop new client relationships through proactive networking and business development efforts.
- Financial Planner Bonus Scheme.
- Fully matched Pension of 5.00%.
- Life Assurance (4 times basic salary).
- 28 Days Holidays plus Bank Holidays.
- Gradual client handover process, factored into revenue thresholds.
Note: Interested candidates should apply with their updated CV. Only shortlisted applicants will be contacted for further discussion.
