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Financial planner
Financial Planner

Financial Planner

Recruit Wealth

Posted 16 hours ago, valid for 24 days

Doncaster, South Yorkshire DN12 3PX

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

Recruit Wealth is seeking candidates for a national advisory role focused on financial well-being and retirement advice.
The position is home-based with some travel required, offering a competitive salary and an attractive bonus package.
Candidates must have a minimum of 2 years of experience in providing pension and investment advice.
Applicants are required to be FCA registered and hold at least a Level 4 Diploma.
The company is expanding its team due to increased client demand and has multiple vacancies available.

Recruit Wealth are recruiting nationally for an award winning advisory name, who offer specialist financial well-being and retirement advice to workplace 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 other financial plans.

All newly created opportunities are predominately home based (with some travel for certain clients), employed only with a stand out bonus package.

All positions are appointment/diary 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, minimum 2 years offering pension & investment advice, FCA registered, competent adviser sign off, alongside holding the Level 4 Diploma as a minimum.

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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