Senior Financial Planner - Strategic Advisory & Compliance

MERJE; West Midlands; On-site; GBP 40,000 - 60,000; Full time

Job summary

A Wealth Management firm is seeking a Financial Planner in the West Midlands area. This role involves conducting client meetings, creating suitability reports, and ensuring compliance with industry standards. The ideal candidate will have at least 3 years of personal finance advisory experience and a Level 4 Diploma. The firm offers a supportive environment with experienced Paraplanners and administrative staff.

Qualifications

• Minimum of 3 years' personal finance advisory experience.
• Must have Level 4 Diploma.
• Proven ability to deliver financial advice.

Responsibilities

• Conduct telephone advice meetings with clients.
• Produce detailed, customer-friendly suitability reports.
• Ensure compliance with FCA regulations.

Skills

Personal finance advisory experience

Communication skills

Compliance knowledge

Education

Level 4 Diploma

Job description

A Wealth Management firm is seeking a Financial Planner in the West Midlands area. This role involves conducting client meetings, creating suitability reports, and ensuring compliance with industry standards. The ideal candidate will have at least 3 years of personal finance advisory experience and a Level 4 Diploma. The firm offers a supportive environment with experienced Paraplanners and administrative staff.