Company Overview Our client is an independent financial planning firm specialising in investment management, pension planning, inheritance tax, and estate planning, offering tailored advice with a client-focused approach. Role Overview Provide financial planning and investment advice to clients, ensuring FCA compliance and achieving revenue targets through lead generation and conversion. Key Responsibilities Deliver financial advice and client reviews. Ensure compliance with FCA regulations. Drive business growth through client engagement and promoting services. Collaborate efficiently and manage workflows. Participate in projects to improve processes. Requirements Level 4 Diploma in Financial Planning with valid SPS. Proficiency in financial tools and planning processes. Strong communication, teamwork, and organisational skills. Ethical, detail-oriented, and self-motivated. Package Competitive salary, flexible working, and growth opportunities.