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Kind Consultancy is working with a succesful, national Wealth Management firm which is currently seeking a Financial Planner to join them in a permanent role paying £50,000 to £80,000 dependent on experience. This role will have a hybrid work model to be based out of the firm's Wolverhampton, Stockport or Newcastle offices - candidates must be able to commute to one of these locations.
The Financial Planner will work directly with clients to understand their financial goals and develop tailored strategies to help them achieve these goals, with key responsibilities including:
- Developing comprehensive financial plans for clients.
- Providing advice on investments, pensions, insurance, and tax planning.
- Building and maintaining long-term relationships with clients.
- Staying updated on market trends and regulatory changes.
Our ideal candidate for the Financial Planner position:
- Is qualified at least to a Diploma level, and is on track to be Chartered and Certified Financial Planner (CFP) or equivalent.
- Has proven experience as a Financial Planner or Advisor.
- Demonstrates strong interpersonal and communication skills.
- Is able to quickly build trust and rapport with clients.
- Is committed to and passionate about providing independent and unbiased Financial Planning.
If you're interested in the Financial Planner opportunity, you have the necessary skills, experience and qualifications, and you live in or can commute to Newcastle, Stockport or Wolverhampton, please apply with an updated CV today.
