Finanical Planner

Recruit4staff are proud to be representing their client, an established Financial Services Firm in their search for a Financial Planner to work in their leading facility in Dronfield.

Job Role:

As a Financial Planner, you will be working on a self-employed basis whilst enjoying the support of a structured company framework ensuring compliance. You will be responsible for servicing and reviewing existing client portfolios, presenting a chosen proposition to clients, and onboarding new clients. Your day-to-day will also include managing existing portfolios covering retirement planning, investment planning, inheritance tax, estate planning, and mortgages.

Job Details:

• Pay: Negotiable
• Hours of Work: Monday to Friday, Hybrid arrangement
• Duration: Permanent
• Overtime Rules: N/A

Essential Skills & Experience:

• Be working as a Financial Planner building a client base of approximately £6 million in value

Desirable Skills & Experience:

• Financial planning
• Mortgages
• Life insurances
• Lifestyle planning
• Pensions

Desired Qualifications:

• Chartered Financial Planning status

Desired Qualifications:

• Diploma Level 4 in Financial Planning or similar
• Chartered status or working towards Chartered status

Additional Information:

• Structured and compliant company support for self-employed advisors
• Opportunity to manage a substantial and diverse client portfolio
• Flexibility to work on a hybrid basis

Similar Job Titles:

Financial Advisor

Commutable From:

Sheffield, Chesterfield, Rotherham, Worksop

For further information about this and other Financial Planner positions, please apply now.

This vacancy is being advertised on behalf of Recruit4staff Limited, who are operating as a recruitment agency.

Job Reference: opp-22894