Holistic Financial Planner – Wealth Advisory (Flexible)

Connect Legal Partners; Nottingham; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Holiday

Pension

Healthcare

Flexible working

Wellbeing benefits

Job summary

Connect Legal Partners is seeking a qualified financial planner to deliver holistic financial planning to individuals, families, trustees and business owners in Nottingham. You will work closely with the firm’s lawyers, building trusted client relationships and supporting the advisory team’s growth.

Experience in regulated financial advice and strong technical planning knowledge are essential to succeed in this role.

Qualifications

• Experience giving regulated financial advice; strong technical planning knowledge; ability to build trust with clients.

Responsibilities

• Provide holistic financial planning advice to individuals, families, trustees and business owners who are often referred from the firm's lawyers.
• Build long-term client relationships and contribute to the growth of the advisory team.

Skills

Regulated advice

Technical planning

Relationship building

Job description

Connect Legal Partners is seeking a qualified financial planner to deliver holistic financial planning to individuals, families, trustees and business owners in Nottingham. You will work closely with the firm’s lawyers, building trusted client relationships and supporting the advisory team’s growth.

Experience in regulated financial advice and strong technical planning knowledge are essential to succeed in this role.