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Financial Planner

Recruit Wealth
Posted a day ago, valid for 11 days
Location

Bridgnorth, Shropshire WV15 6QL

Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Recruit Wealth is representing a national financial planning and wealth advisory client known for their excellence in workplace financial advice.
  • The role involves providing regulated pension and investment advice while ensuring high levels of client care.
  • Candidates must have a minimum of 2 years of experience in offering pension and investment advice and must be FCA registered with a Level 4 Diploma.
  • The position is home-based with some travel required and includes an attractive bonus package along with a comprehensive benefits offering.
  • The client is looking to fill these positions quickly, emphasizing their recognition as one of the best places to work according to the Sunday Times.

Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth advisory client.

The business has their Financial Planners based nationally and are recognised as the leading name in financial advice and guidance in the workplace, with access points to some of the largest pension schemes through private & public sector employers.

You’ll be providing regulated pension & investment advice and building an overall financial picture for your clients with exemplary levels of client care.

All newly created opportunities are home based (with some travel for certain clients), employed only with an excellent bonus package around initial fee and on-going advice.

All client meetings/appointments are managed by the central client services team and are pre-qualified for financial planning advice, no lead generation is required at all.

Our client will expect to see an accomplished advisory background, minimum 2 years offering pension & investment advice, FCA registered, competent adviser status, alongside holding the Level 4 Diploma as the minimum.

All opportunities are national, with numerous vacancies open due to continued headcount and client need.

An excellent benefits package is offered and you'll be working for a recognised Sunday Times "best places to work"

The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.