Recruit4staffare proud to be representing their client, an establishedFinancial Services Firmin their search for aFinancial Plannerto work in their leading facility inDronfield .
Job Role:As aFinancial 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 valueDesirable Skills & Experience:Financial planning
Mortgages
Life insurances
Lifestyle planning
Pensions
Desired Qualifications:Chartered Financial Planning statusDesired 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 otherFinancial Plannerpositions, please apply now.
This vacancy is being advertised on behalf ofRecruit4staff Limited, who are operating as a recruitment agency.TPBN1_UKTJ