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Financial planner
Financial Planner

Financial Planner

enable Recruitment

Posted 6 days ago, valid for 16 days

Hessle, East Riding of Yorkshire HU13 0HT, England

Full Time

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Sonic Summary

An independent financial advice firm is seeking to expand their Advice team and is looking for a detailed-oriented professional with a passion for financial planning.
Candidates must have a minimum of 3 years of financial advice experience and be Level 4 qualified, with Level 6 being desirable.
The role involves providing financial advice on various topics such as Pensions, Investments, and Retirement Planning to existing clients through multiple communication methods.
The position offers a competitive salary of up to £75,000, along with a bonus scheme, flexible working arrangements, and opportunities for professional growth.
Interested applicants can apply directly or contact Dan at daniel@enable-recruitment.co for more information.

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
Flexible working structure with working from home and flexitime offered
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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