Job Description Opportunitytojoinagrowingfirmdedicatedtohelpingclientsaccumulatelife,notjustwealth,asaFinancialPlanner,asthefirmcontinuestoexpandtheirteam.Awarmandwelcomingcompany,fosteringaharmonious,approachable,andeasy-goingenvironment.OutlineoftheRoleTakeonexistingreviewclientsandmaintainclientrelationships as the sole advisorWorkwithadedicatedteamforclientsupport- Paraplanner and AdministratorOffersupportandguidanceininvestmentplanning,pensionandinsurance.FinancialPlannerRequirements:Qualifiedtolevel4CIIRegulatedDiplomainFinancialPlanningIdeallyCharteredStatusorprogressingtowardsCharteredstatusandhaveagoodunderstandingoffinancialadviceregulationsOfficebasedinDevonMinimum3yearsexperienceinaFinancialAdvicebusinesswithexceptionalorganisationalandplanningskillsExcellentwrittenandverbalcommunication,numeracyskills,andaproactive,innovativemindsetExperienceinthefinancialadviceprocessandapassionforcollaborationandinteractionwithothersBenefitsAnnualsalarydependentonexperienceandcharteredstatusPensionandPMIFreeparking25daysholidayplusBankHolidays.FullbackofficesupportJBRP1_UKTJ
Job Title
Chartered Financial Planner