Hybrid Financial Planner & Coaching Specialist

Charles Stanley; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

A financial services provider is looking for a Financial Planner to engage clients and deliver financial planning and coaching services. This role involves improving client understanding and outcomes and collaborating with marketing for lead generation. Ideal candidates will have a relevant degree, Level 4 CII qualification, and experience in financial advice. Strong technical knowledge and communication skills are essential for compliance with FCA regulations.

Qualifications

• Relevant degree in finance or a related field.
• CII Level 4 qualification needed for financial advice.
• Experience in providing tailored financial solutions.

Responsibilities

• Deliver financial planning and coaching services.
• Engage with clients to improve understanding and outcomes.
• Collaborate with marketing for lead generation.

Skills

Strong technical knowledge

Excellent communication skills

Education

Relevant degree

Level 4 CII qualification

Job description

A financial services provider is seeking a Financial Planner to deliver financial planning and coaching services. You will engage with clients to improve understanding and outcomes, collaborate with marketing for lead generation, and uphold regulatory standards. An ideal candidate should have a relevant degree, Level 4 CII qualification, and experience in providing financial advice. This role demands strong technical knowledge and excellent communication skills, as well as compliance with FCA rules.