Eventus Recruitment Cheshire are working with a well-established Financial Planning firm based in the Carlisle, Cumbria, who are seeking to recruit a Financial Planner to join their advisory team. The team prides themselves on understanding clients' unique needs and delivering tailored solutions. They are known for their commitment to delivering high-quality services and building enduring client relationships. You will be rewarded with a range of excellent benefits, including: 30 days holiday + Bank holidays, Group Life Scheme, DIS, lucrative commission scheme, flexible working, hybrid working, and an excellent pension scheme.
Role responsibilities
As a Financial Planner you will have access to an existing client bank, whilst also receiving excellent support for growing a significant book of clients of your own. This is an excellent opportunity for a Financial Planner, who would like to benefit from the business’s existing client relationships, whilst also being supported to grow their client base alongside:
1. Cultivating and nurture strong client relationships, with a focus on providing top-notch financial planning services.
2. Working collaboratively to identify opportunities for financial planning services.
3. Developing and implementing customised financial plans tailored to each client's unique objectives and requirements.
4. Staying updated on industry trends and regulatory changes to offer ...