Financial Planner

enable Recruitment

Posted 4 days ago, valid for 3 days

Coventry, West Midlands CV6 3BF, England

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

An award-winning independent financial advice firm is expanding its Advice team and seeks a detail-oriented professional passionate about financial planning and client service.
Candidates must be Level 4 qualified as a minimum, with 3+ years of financial advice experience, particularly in Retirement Planning, Investments, and Pensions.
The role involves providing financial advice to existing clients through various communication methods and collaborating with Paraplanning and Administration teams.
The position offers a basic salary of up to £75,000, depending on experience and qualifications, along with a bonus scheme and remote working options.
Additional benefits include social opportunities, exam funding, progression opportunities, and a generous annual leave allowance.

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

Apply now in a few quick clicks

Financial Planner

Financial Planner

Employed Financial Planner - Client Bank, Transparent Bonus - OTE £90k

Shadow Financial Advisor/Paraplanner