Finanical Planner

Recruit4staff are proud to be representing their client, an established Financial Services Firm in their search for a Financial Planner to work in their leading facility in Dronfield.

As a Financial 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.

• Pay: Negotiable
• Hours of Work: Monday to Friday, Hybrid arrangement
• Duration: Permanent
• Overtime Rules: N/A

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  Be working as a Financial Planner building a client base of approximately £6 million in value

• Financial planning
• Mortgages
• Life insurances
• Lifestyle planning
• Pensions

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  Chartered Financial Planning status

• Diploma Level 4 in Financial Planning or similar
• Chartered status or working towards Chartered status

• 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

Financial Advisor

Sheffield, Chesterfield, Rotherham, Worksop

For further information about this and other Financial Planner positions, please apply now.

This vacancy is being advertised on behalf of Recruit4staff Limited, who are operating as a recruitment agency.