Financial Planner - Birmingham, United Kingdom - Recruit UK

Recruit UK

Verified Company

Birmingham, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Financial Planner

Industry:
Financial Planning

Location:
Birmingham (remote)

Salary:
up to £50,000

Job Reference: 6939

Job Description:

Recruit UK is working on an excellent opportunity for a Financial Planner in the West Midlands to join an Independent Financial Advice practice.

This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailoring their services to the client and offering a range of solutions.

They are currently looking to bring on a Financial Planner to join their existing team in the West Midlands due to continued success and growth.

This is an excellent opportunity for a Financial Planner, to take on a new challenge and join a leading financialplanning firm.

This role will involve driving financial education delivery to a range of corporate clients, delivering best practice and co-ordinating advice across the wider group.

Duties will involve, but not be limited to:

Developing the strategic vision for the development of the division
Delivering financial education framework to clients
Keeping up to date with industry developments
Managing the delivery of Financial Education to clients ensuring engagement that meets the clients' requirements
Coordinate with other departments to deliver best practice level service to all clients
Identify opportunities to introduce to other Financial Planners for additional services, developing cross departmental servicing
Keep up to date with industry developments

What's in it for you?

Salary negotiable dependent on skills and experience up to £50,000
Discretionary bonus scheme
The company will match pension contributions up to the rate of 5%
Generous sick pay
Flexible home and office working
Group death in service
Group Income Protection
Assistance with future examinations
28 dates annual leave (FTE)
Online discounts portal

Skills and experience required:

Demonstrable success in delivering quality client service
Level 4 Financial Planning Diploma
Experience in working within financial planning
At least 3+ years financial planning experience

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role.

We have a reach of more than 100,000 financial services connections.

Right now, RecruitUK is pleased to be working with an Independent Financial Advice firm based in the West Midlands on a Financial Planning role.

Our commitment to you:

Start every journey with a conversation to find out about you indepth.
Provide honest feedback on where you fit in the job market.
Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
Take a holistic mindfulness approach career happiness is rarely just about the money.
Cover the whole of the UK with a local touch through our regional teams.
Never pester you.