Financial Planner

Posted 11 April by Everpool
Easy Apply
£50,000 per annum
West Midlands (Region) , England
Permanent, full-time
Be one of the first ten applicants

Register and upload your CV to apply with just one click

View all jobs
Posted by Everpool
Job Title: Financial Planner
Location: West Midlands ( Warwickshire and Worcestershire)
Salary: £50,000 - per annumWe are recruiting for a Financial Planner to join a well-established Financial Planning business. They are at a pivotal moment of positive change. They pride themselves on delivering exceptional service to their clients. Led by a modern, supportive leadership team, they foster a culture of collaboration and continuous improvement. As part of their expansion plans, they are seeking an experienced Financial Planner to join their team. This is an exciting opportunity to join a well-established and growing business with a strong emphasis on professional development and a client-centric approach. The geographical area for this role is West Midlands (Warwickshire and Worcestershire and the surrounding areas).

Key Requirements:
  • CII Level 4 Diploma qualification (minimum).
  • Experience advising clients.
  • Drive, determination, and commitment demonstrated in everyday working practices.
  • Excellent communication skills, with a client-focused approach.
  • Commitment to ongoing personal and professional development.
  • Proven track record of success as a tied, restricted, or independent financial planner.
Key Responsibilities:
  • Provide comprehensive financial planning advice to clients, always prioritizing their needs.
  • Utilize full admin and paraplanning support to deliver exceptional service.
  • Manage existing client relationships inherited from long-standing planners.
  • Develop new client relationships through proactive networking and business development efforts.
Benefits Package:
  • Financial Planner Bonus Scheme.
  • Fully matched Pension of 5.00%.
  • Life Assurance (4 times basic salary).
  • 28 Days Holidays plus Bank Holidays.
  • "Guaranteed" bonus in the first year as the Planner inherits clients and gets up to speed.
If you are seeking a long-term role within a company that values its employees and fosters a supportive working environment, then this opportunity could be perfect for you. You will be joining a business focused on delivering excellence and making a positive impact on clients' financial futures.

Note: Interested candidates should apply with their updated CV. Only shortlisted applicants will be contacted for further discussion.

Reference: 52458257

Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.

Report this job

Not quite what you are looking for? Try these similar searches