Financial Planner - Flexible Working & Study Support

RGH-Global | People Services; United States; Hybrid; GBP 50,000 - 60,000; Full time

Benefits offered by this job

33 days' holiday

Six times salary life cover

Paid study leave

Job summary

RGH-Global | People Services is seeking a Financial Planner to join their award-winning team in the UK. This role focuses on advising clients on their financial planning needs with an emphasis on pensions, investments, and protection, supported by a dedicated Business Development team.

The ideal candidate holds a CII Level 4 Diploma and has 1-2 years of advisory experience. The role offers a salary between £50,000 and £60,000 along with flexible working options and substantial holiday benefits.

Qualifications

• Must have CII Level 4 Diploma in Regulated Financial Planning.
• Around 1–2 years' experience in an advisory role is required.
• Full UK driving licence and willingness to travel are necessary.

Responsibilities

• Advise clients on financial planning needs across pensions, investments, and protection.
• Hold clear, jargon-free conversations with clients.
• Support existing clients while contributing to business growth.

Skills

Client servicing

New business development

Clear communication

Team collaboration

Education

CII Level 4 Diploma in Regulated Financial Planning

CAS status

Job description

RGH-Global | People Services is seeking a Financial Planner to join their award-winning team in the UK. This role focuses on advising clients on their financial planning needs with an emphasis on pensions, investments, and protection, supported by a dedicated Business Development team.

The ideal candidate holds a CII Level 4 Diploma and has 1-2 years of advisory experience. The role offers a salary between £50,000 and £60,000 along with flexible working options and substantial holiday benefits.