Chartered Financial Planner – Hybrid Role with Client Growth

Bond Recruitment; Sefton; Hybrid; GBP 42,000 - 65,000; Full time

Benefits offered by this job

25 days holiday

Birthday off

Hybrid working

Cycle to work

Death in service 10x

PMI

Job summary

Bond Recruitment is working with a well respected firm of Chartered Financial Planners in Merseyside to recruit an experienced Financial Planner. The role involves developing new business, maintaining client relationships, and advising on financial strategies and investments.

Requirements include a minimum Diploma in Regulated Financial Planning with progress toward Chartered status and around five years' experience.

Qualifications

• Minimum Diploma in Regulated financial planning, working towards Chartered status.
• Experience: 5 years in financial services.

Responsibilities

• Develop new financial advice business to meet targets.
• Prepare for client meetings, including financial recommendations and presentations.
• Run and manage client meetings and follow-up with meeting notes.
• Ensure compliance and regulatory requirements are met for all client work.
• Provide ongoing reviews and tailored financial guidance to clients.

Skills

Client relations

Financial planning

Regulatory compliance

Targets achievement

Education

Diploma in Regulated FP

Job description

Bond Recruitment is working with a well respected firm of Chartered Financial Planners in Merseyside to recruit an experienced Financial Planner. The role involves developing new business, maintaining client relationships, and advising on financial strategies and investments.

Requirements include a minimum Diploma in Regulated Financial Planning with progress toward Chartered status and around five years' experience.