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Senior Financial Planner | Client-Focused & Flexible
Job summary
A reputable financial services firm in the UK is seeking an experienced Financial Planner to join their team. The role focuses on building long-term client relationships and delivering tailored financial solutions. Candidates must have a Level 4 qualification and experience in providing personalised advice across pensions and investments. This position offers a supportive work environment, flexibility, and opportunities for career growth, while maintaining high standards of ethics and client satisfaction.
Benefits
Qualifications
- Level 4 qualification essential for the role.
- Experience in delivering pension and investment advice.
- Self-driven with strong organisational skills.
Responsibilities
- Meet clients to understand their financial needs.
- Collaborate with support staff to deliver quality advice.
- Maintain accurate records using Intelliflo Office (IO).
- Develop new business through referrals and networks.
Skills
Education
Tools
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.