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Financial Planner

Recruit Wealth Ltd
Posted 4 days ago, valid for a month
Location

Birmingham, West Midlands B4 6FQ

Salary

£50,000 - £100,000 per annum

Contract type

Full Time

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Sonic Summary

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  • Recruit Wealth is hiring for a well-known advisory firm that specializes in workplace financial education and guidance.
  • The role involves providing regulated financial advice to clients, helping them understand their financial situations and planning for retirement.
  • Candidates must have an accomplished advisory background and hold at least a Level 4 Diploma.
  • These positions are home-based with some travel required and offer a competitive salary along with a standout bonus package.
  • Numerous vacancies are available nationally due to continued growth and client demand.

Recruit Wealth are recruiting nationally for a well-known and award winning advisory name. 

Our client is a specialist provider of financial education and guidance in the workplace offering regulated financial advice for individuals. 

The business looks after hundreds of household names (Private & Public Sector) and their employees across the UK. Their regulated financial advice helps clients understand their financial situation, whether they’re saving for future retirement or selecting various other financial plans. 

These opportunities are home based (with some travel expected for certain clients), employed only with a stand out bonus package.

All positions are appointment led by the central services team, you'll speaking to clients and assessing their financial planning needs once you've completed your training/induction. 

No client bank is or will be required.

Our client will expect to see an accomplished advisory background alongside holding the Level 4 Diploma as a minimum to be considered further.

All opportunities are national, with numerous vacancies open due to continued headcount and client need. 

Please get in touch with us here at Recruit Wealth as soon as possible for further information.

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