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.

Job Role:

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.

Job Details: Pay: NegotiableHours of Work: Monday to Friday, Hybrid arrangementDuration: PermanentOvertime Rules: N/A Essential Skills & Experience:

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

Desirable Skills & Experience: Financial planningMortgagesLife insurancesLifestyle planningPensions Desired Qualifications:

Chartered Financial Planning status

Desired Qualifications: Diploma Level 4 in Financial Planning or similarChartered status or working towards Chartered status Additional Information: Structured and compliant company support for self-employed advisorsOpportunity to manage a substantial and diverse client portfolioFlexibility to work on a hybrid basis Similar Job Titles:

Financial Advisor

Commutable From:

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.