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Financial Planner

Recruit Wealth
Posted 12 hours ago, valid for 24 days
Location

Preston, Lancashire PR3 3XR, England

Salary

£30,000 - £36,000 per annum

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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’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

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  • 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, offering a competitive salary and a standout 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.
  • Numerous vacancies are available due to ongoing client demand and company growth.

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.

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’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.