Financial Planner

Storeton Rose Financial Planning; Wirral; Hybrid; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Storeton Rose Financial Planning on the Wirral is seeking a qualified Financial Planner to join our team in a full-time hybrid role. No experience or existing client bank is required—just the right qualification and attitude.

You'll work closely with our paraplanning and admin team, receiving genuine coaching from our Director as you develop your experience and cultivate your own client relationships, with support to progress toward Chartered status.

Qualifications

• Diploma in Regulated Financial Planning (Level 4) or equivalent.
• A genuine interest in independent, whole-of-market advice.
• Clear communication and a methodical approach.

Responsibilities

• Work closely with paraplanning and admin team, and get coaching from the Director as you build your experience and client relationships.
• Help build your own client relationships while developing professionally towards Chartered status.

Skills

Clear communication

Methodical approach

Education

Diploma in Regulated Financial Planning (Level 4)

Job description

We are Storeton Rose Financial Planning, an independent financial planning firm on the Wirral. We are looking for a qualified Financial Planner to join our team. No experience or existing client bank needed, just the right qualification and the right attitude.

You'll work closely with our paraplanning and admin team, and get genuine coaching and support from our Director as you build your experience and your own client relationships.

What we're looking for:

• Diploma in Regulated Financial Planning (Level 4) or equivalent
• A genuine interest in independent, whole-of-market advice
• Clear communication and a methodical approach

What's on offer:

• A competitive salary, based on your qualifications and experience
• Hybrid working once you're settled in
• Real support to build your client bank and work towards Chartered status

Based in Higher Bebington on the Wirral. Full time, hybrid.