Back to search
Financial Planner - South East
The Financial Planner role in South East UK entails delivering 4 to 6 face-to-face and video seminars per month, focusing primarily on retirement planning for clients from FTSE 100 companies.
To be an effective presenter for this role, you would need to have an engaging presentation style, energetic delivery, and quick thinking. These skills are essential for conducting seminars, collaborating with BDMs and Marketing, and engaging with clients during networking opportunities.
Location: South East UK - based from home, covering: Seven Oaks, Guildford, Kent, West and East Sussex, Southampton, and Hampshire; Planner can use Gatwick and Marylebone offices as hubs
Salary: Up to £90,000 basic, plus bonus, car allowance, and benefit package
WE WOULD LOVE TO HEAR FROM YOU IF:
- Diploma or equivalent Level 4 and having or working towards Chartered status
- Excellent relationship developer through networking, leveraging existing contacts, referrals and incremental business from existing clients
- Ability to deliver a holistic client financial planning experience
- Experience in delivering financial wellbeing seminars
- Highly motivated self-starter and a strong team player
- Strong Financial Wellbeing skills and knowledge
- Commercial thinker with strong new business acumen
- Comfortable working under manageable pressure to achieve KPIs
- Well organised, excellent administration ensuring deadlines are consistently met
