Holistic Financial Planner | Growth & Compliance

Perspective Financial Group Ltd; Coalville; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading financial services provider in the UK is looking for an experienced Financial Planner. This role involves providing clients with holistic financial planning and first-class advice, ensuring compliance with FCA regulations. The successful candidate should possess strong communication and analytical skills and be able to work effectively in a team. Benefits include 25 days of holiday, pension scheme, and additional perks like an Electric Car Scheme and Birthday Day Off.

Benefits

25 days holiday plus Bank Holidays

Birthday Day Off

Electric Car Scheme

Pension

Life Assurance

Corporate Eyecare

Qualifications

• Ability to explain complex information clearly.
• Experience in financial planning and knowledge of the advice process.
• Understanding of regulatory requirements including FCA and GDPR.

Responsibilities

• Provide holistic financial planning and advice to clients.
• Research market for products that meet client needs.
• Ensure compliance with FCA regulations.

Skills

Attention to detail

Strong communication skills

Analytical skills

Flexible/adaptable

Time management

Job description

A leading financial services provider in the UK is looking for an experienced Financial Planner. This role involves providing clients with holistic financial planning and first-class advice, ensuring compliance with FCA regulations. The successful candidate should possess strong communication and analytical skills and be able to work effectively in a team. Benefits include 25 days of holiday, pension scheme, and additional perks like an Electric Car Scheme and Birthday Day Off.