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This hybrid Financial Planner job in Sutton Coldfield provides opportunity to join a small, close-knit team and take over an existing client bank.
You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial planning.
The business has experienced consistent growth and have no plans to slow down.
They are seeking an experienced Financial Planner who enjoys supporting their client to the fullest. As a business they focus on true financial planning and like to delve deep into their client needs and ambitions
You should look to provide excellent service to the client bank you will receive whilst also growing this further through the business’s introducer network and your own sources.
Financial Planner Requirements
- You should have 3+ years’ experience as a Financial Planer
- You must have excellent written and verbal communication skills
- You must hold your level 4 diploma in financial planning
- You should ideally be working towards chartered status or hold this already
The Company
This local independent financial planning firm enjoy working with their clients to create financial planning solutions to suit their individual needs. They care about building long term relationships and being on hand to support their clients through life’s expected and unexpected events.
Financial Planner Benefits
- Salary of £40,000 - £60,000 depending on experience with an OTE £80,000+
- Plus bonus scheme linked to personal performance
- Study support for your chartered exams
- Hybrid working
- Working with close knit team whereby your suggestions are listened to
Location
Sutton Coldfield
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