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Financial Planner - Employed (Client bank provided)

Brevere Group
Posted a day ago, valid for 16 days
Location

Wolverhampton, Staffordshire WV6 7NR

Salary

£25,000 - £30,000 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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  • The role is for an experienced Financial Planner in a boutique financial planning firm with an established client bank.
  • Candidates should preferably be chartered and have a commitment to lifestyle financial planning.
  • The position involves providing expert advice, conducting comprehensive reviews, and developing sustainable client relationships.
  • This firm offers a generous basic salary along with bonuses and benefits, promoting personal development and career growth.
  • Candidates are expected to have relevant experience, although the specific number of years required is not mentioned.

Are you an experienced Financial Planner, looking for an employed role with an enviable client bank provided?

This role would suit a (preferably) chartered individual, committed to lifestyle financial planning and looking to build a career in a progressive boutique financial planning firm.

Due to continued success in providing advice to HNW clients, this growing financial planning firm with a track record of growth and success is looking for an employed Adviser, you will come into an established group of clients, and working with the managing director as they consistently develop business going forward.

Duties for this role will include:

  • Provide expert advice on all areas of financial planning.
  • Conduct comprehensive review meetings to understand their goals, objectives and financial needs.
  • Develop effective sustainable relationships with clients, their families & professional connections.
  • Analyse information, conduct research, maintain comprehensive records and prepare financial planning reports.
  • Maintain high level of personal development ensuring an up-to-date knowledge of industry trends, regulations, and best practice.

This is an excellent role within a forward thinking and close-knit firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. There are also long-term opportunities to be a key part of the wider business.

Package will consist of basic plus bonus and benefits.

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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.