Holistic Financial Planner | Paraplanning Support + Growth

LGBT Great; United Kingdom; On-site; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Full Administration Service

Full Paraplanning Support

Development support to achieve Chartered status

Job summary

A leading financial services firm in the United Kingdom is seeking an experienced Financial Planner to provide holistic financial advice and support investment professionals in building client relationships. The ideal candidate will hold a Diploma in Financial Advice and possess excellent interpersonal skills. This role offers a supportive environment with dedicated field support and a salary range of £40,000 to £50,000.

Qualifications

• Experience in financial planning and investment advice is crucial.
• Strong understanding of the investment business is required.

Responsibilities

• Provide Financial Planning support to clients.
• Support investment professionals to cultivate client relationships.

Skills

Understanding complex information - Analysing financial data

Team building - Collaboration

Professionalism - Adaptability

Excellent interpersonal skills

Education

Diploma in Financial Advice

Job description

A leading financial services firm in the United Kingdom is seeking an experienced Financial Planner to provide holistic financial advice and support investment professionals in building client relationships. The ideal candidate will hold a Diploma in Financial Advice and possess excellent interpersonal skills. This role offers a supportive environment with dedicated field support and a salary range of £40,000 to £50,000.