Finanical Planner in Dronfield, East Midlands
UK working eligibility only.
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.
Voceer presents this job opportunity for Recruit4Staff Limited, a 50 person sized company who are categorized as a Recruitment Agency.
This position is being managed by Recruit4Staff Limited, a reputable recruitment agency known for placing candidates in desirable positions.
Skills Required:
Finanical
Planner