Financial Planner

enable Recruitment

Posted 6 days ago, valid for 3 hours

Birmingham, West Midlands B27 6QS, England

Full Time

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Sonic Summary

An award-winning independent financial advice firm is seeking to expand their Advice team.
The role involves providing financial advice to existing clients on various topics such as Pensions, Investments, and Retirement Planning.
Candidates must be Level 4 qualified with at least 3 years of financial advice experience, preferably with knowledge in retirement planning.
The position offers a competitive salary of up to £75,000, along with a bonus scheme and remote working options.
Additional benefits include exam funding, social opportunities, generous annual leave, and potential progression within the company.

We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their Advice team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!What you'll be doing:

Providing financial advice to a book of existing clients based across the area via phone call, online meetings and in person meetings
Working closely with the clients, provide advice across a wide range of cases such as Pensions, Investments, Retirement Planning etc.
Liaising with the Paraplanning & Administration teams to provide positive client outcomes
Adhering to FCA requirements and Compliance Policies

What you need to apply:

Level 4 Qualified as a minimum, Level 6 is desirable
3+ Years Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions
The ability to form positive relationships with clients

What's in it for you?

A basic salary of up to £75,000 dependent on experience and qualifications
Bonus scheme
Remote working setup, with travel to clients within the Midlands
Social opportunities throughout the year
Exam funding and support
Progression opportunities into different areas of the business, depending on which way you see your career heading!
Generous annual leave allowance

What next?Hit apply or contact Dan directly!daniel@enable-recruitment.co

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