Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Posted by Pavilion Recruitment Solutions • £50K/yr to £75K/yr
Job Overview
As a Financial Planner, you will provide expert financial advice to clients, helping them achieve their financial goals and ensuring their long-term financial security.
You will be responsible for understanding clients' financial needs, creating tailored financial plans, and recommending appropriate financial products.
General
Position Type: Full-Time/Permanent - Employed and Self Employed opportunities available
The business truly believes there has never been a greater need for financial advice, to develop financial plans to achieve client goals for their families and themselves.
Recruit Wealth are delighted to be representing our national Financial Planning client once again with offices throughout the UK.
They are now a leading, prominent national advice and wealth management name delivering holistic advice with market-leading investment solutions.
You will be supporting 3 advisers and working alongside another paraplanner to guide clients.
A new opportunity has opened for an experienced Paraplanner to join a reputable company based on the outskirts of Swanley.
The role will require that you can undertake research, write suitability reports, liaise with product providers, and be comfortable liaising with clients when needed.