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Financial planner
Financial Advisor

Financial Advisor

BMC Recruitment Group

Posted a day ago, valid for a month

Wooler, Northumberland NE71 6QF, England

Full Time

Retirement Plan

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Sonic Summary

A reputable financial advisory firm in Northumberland is seeking a Financial Planner to provide comprehensive financial advice and planning services to clients.
Candidates should have a diploma in Financial Planning or be studying towards one, along with proven experience in a similar role.
The role offers a competitive salary and performance-based bonuses, though the exact figure is not specified.
The firm values strong communication skills and a passion for financial planning, welcoming applicants with various levels of experience.
Additional benefits include professional development opportunities, a supportive work environment, and a pension scheme.

We are delighted to be working with a highly reputable financial advisory firm based in Northumberland, committed to delivering tailored financial solutions to a diverse client base. The team is dedicated to providing exceptional service and building long-term client relationships, and is seeking like-minded individuals to join them on a permanent basis.The successful candidate will provide comprehensive financial advice and planning services to clients across the region. This role is perfect for someone with a passion for financial planning, we are open to all levels of experience.Key Responsibilities:

Provide expert financial advice to clients, including investment, retirement, and tax planning.
Develop and maintain strong client relationships.
Conduct detailed financial assessments and create personalised plans.
Stay up-to-date with industry regulations and changes.
Collaborate with colleagues to enhance client service and business growth.

Requirements:

Diploma in Financial Planning (DipPFS) or be studying towards.
Proven experience as a Financial Planner or similar role.
Strong knowledge of financial products, investment strategies, and regulations.
Excellent communication and interpersonal skills.
Strong analytical and problem-solving abilities.
Ability to work on-site full-time.

Benefits:

Competitive salary and performance-based bonuses.
Professional development opportunities.
Supportive and collaborative work environment.
Pension scheme and additional employee benefits.

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