Recruit4staff are proud to be representing their client, an established Financial Services Firm in their search for a Financial Planner to work in their leading facility in Dronfield .
Job Role: As a Financial Planner, you will be working on a self-employed basis whilst enjoying the support of a structured company framework ensuring compliance. You will be responsible for servicing and reviewing existing client portfolios, presenting a chosen proposition to clients, and onboarding new clients. Your day-to-day will also include managing existing portfolios covering retirement planning, investment planning, inheritance tax, estate planning, and mortgages.
Job Details: Pay: Negotiable
Hours of Work: Monday to Friday, Hybrid arrangement
Duration: Permanent
Overtime Rules: N/A
Essential Skills & Experience: Be working as a Financial Planner building a client base of approximately £6 million in value
Desirable Skills & Experience: Financial planning
Mortgages
Life insurances
Lifestyle planning
Pensions
Desired Qualifications: Chartered Financial Planning status
Desired Qualifications: Diploma Level 4 in Financial Planning or similar
Chartered status or working towards Chartered status
Additional Information: Structured and compliant company support for self-employed advisors
Opportunity to manage a substantial and diverse client portfolio
Flexibility to work on a hybrid basis
Similar Job Titles: Financial Advisor
Commutable From: Sheffield, Chesterfield, Rotherham, Worksop
For further information about this and other Financial Planner positions, please apply now.
This vacancy is being advertised on behalf of Recruit4staff Limited, who are operating as a recruitment agency.
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