Financial Planner

Due to recent acquisition, my client is looking for a Financial Planner to join their business, where you will receive access to Yorkshire-based clients immediately, providing financial planning advice to and maintaining profitable long terms relationships with in order to help them achieve their goals and aspirations.

• Proactively provide on-going advice to clients
• Working closely with a South-Yorkshire based team of the Paraplanners and Administrators, ensure client instructions are executed in a timely manner
• On an on-going basis, identify and develop new opportunities with existing clients to ensure that the client’s portfolio fits with their requirements and optimises their investment
• Utilise and build your own external network, proactively engaging with professional introducers

The successful candidate will be Level 4 qualified. Chartered status or studying towards is desirable, but not essential.

This is an excellent opportunity to join a business demonstrating growth in FUM and headcount, whilst offering opportunity to progress into more senior/management/leaderships roles as the business continues to shape its strategy to stand out from its competition.