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Financial Planner

  • Location: West Midlands
  • Salary: Competitive Salary + Bonus & Benefits per year
  • Job Type:Permanent

Posted 21 days ago

  • Sector: Compliance
  • Contact: Sam Anderson
  • Contact Email:
  • Contact Phone: 0161 883 2765
  • Expiry Date: 27 June 2024
  • Job Ref: SA/11447WM

Our client, a rapidly expanding and acquisitive Wealth Management firm, are looking for a Financial Planner to input into the strategic direction of the business as part of the Financial Planning leadership team.

They are currently seeking a highly motivated and experienced Financial Planner who wants to develop and looking to take the next step along their career path. As part of the team, you will have the support of experienced Paraplanners and a highly efficient administration team.

Key Responsibilities:

  • To conduct telephone advice meetings with clients from across the country.

  • To help to produce detailed but customer-friendly suitability reports.

  • To keep abreast of legislation, compliance, and industry changes.

  • Completing all business in a compliant manner and aligned with FCA requirements.

  • Ensuring that all recommendations are suitable and, in the best interests of the client.

  • Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principles and Code of Practice for approved persons.

  • Support other team members to enable them to perform their tasks efficiently to enhance the client experience.

Key Skills & Experience:

  • Minimum of 3 years' personal finance advisory experience

  • Minimum Level 4 Diploma

  • Previous experience of delivering financial advice

Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.

If you would like this job advertisement in an alternative format, please contact MERJE directly.