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Financial Planner

THE OPENWORK PARTNERSHIP
Posted a day ago, valid for 25 days
Location

London, Greater London EC1R 0WX

Contract type

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鈥檚 services as part of the process. By submitting this application, you agree to Reed鈥檚 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

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  • This Financial Planner position offers the flexibility to work remotely and set your own hours without micromanagement.
  • Candidates are not required to have experience, but must hold a Level 4 DipFA or CII Diploma qualification.
  • The role provides a competitive 80% commission split along with in-house training and compliance support.
  • Responsibilities include meeting with clients to understand their financial goals and providing ongoing strategic advice.
  • The firm, established in 2000, emphasizes client satisfaction and offers growth opportunities through a supportive team environment.

Whether you are an experienced or inexperienced financial planner you can benefit from the flexibility to work remotely, set your own hours and benefit from no micromanagement or targets, enabling you the freedom to run your own business. Whilst also benefiting from a high 80% commission split as standard and in house supervision, support and training, you can concentrate on delivering exceptional advice as a Financial Planner.

Founded in 2000, our client is a reputable firm of highly qualified advisers specialising in Mortgages, Protection, and all aspects of Financial Planning including Pensions and Investments. With an unwavering commitment to service standards and client satisfaction.

As a Financial Planner your Roles & Responsibilities include:

路Meetwith clients to understand their financial goals.

路Providingstrategic advice across a variety of financial Investments, products and services.

路Conductregular, ongoing advice to ensure goals and performance.

路Buildand develop your business to achieve your goals.

路Completecontinued professional development to ensure you stay up to date on industry regulation and products.

Required Skills & Qualifications as a Financial Planner:

路Must be Level4DipFAorCIIDiploma qualified.

路Strongcommunication skills.

路Noexperience necessary.

路Abilityto work independently and as part of a team.

Financial Planner Benefits:

路CompetitiveCommission Split: Enjoy an attractive commission split of 80%.

路NoMicromanagement: They trust their advisers and provide a supportive environment without constant oversight.

路Nationwideopportunities

路SupportiveTeam: Be part of a team that values collaboration and regularly hosts in-person events.

路In-House Training and Compliance Support: Benefit from continuous professional development and robust compliance support.

路FlexibleClient Meetings: They understand the importance of flexibility. Meet your clients virtually, by phone, or in person at a time and place that suits them.

路GrowthOpportunities: They are dedicated to helping you grow your business with our extensive support system.

路Team camaraderie: Work with like minded individuals with the opportunity to attend quarterly team training events and share best practises.

If you are passionate about providing top-notch financial advice and are ready to take your Financial Planning career to the next level, we have the place for you. Become part of a team that values expertise, flexibility, and client satisfaction by applying today!

Apply now in a few quick clicks

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鈥檚 services as part of the process. By submitting this application, you agree to Reed鈥檚 Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.