Financial Planner - East Midlands, United Kingdom - Duncan & Toplis

Duncan & Toplis

Verified Company

East Midlands, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial planning services | Full-time | East Midlands

We have an opportunity for a full-time financial planner to join our team and support individuals across the East Midlands with tailored wealth management solutions.

Recommending strategies to achieve the financial objectives, you will meet with clients to understand their future investment plans, obtain detailed reports, and discuss investment opportunities, and risks.

We're looking for talented people like you
As a financial planner, you will achieve an agreed target level of fee income, maintain the expected standards of service to clients and team members and develop professional connections to ensure a steady flow of quality introductions

Confident and effective communicator
Detailed knowledge of the financial services sector
Familiarity with Microsoft Office
Good organisational and time management skills

What does this role involve?

Recognised as an expert, you will be working with new and existing clients providing financial planning services including wealth management, investments, pensions, personal protection, IHT mitigation, and retirement planning.

You will be qualified to diploma level four or higher, committed to further professional advancement via examination, and hold a current and valid Statement of Professional Standing.

Join our team
Our financial planning team provides a dedicated personal service providing wealth management solutions to individuals across the East Midlands.
We offer flexible working arrangements which include the option of hybrid and remote working.

As part of our benefits package, we also offer mental health support, time to volunteer for charitable work, and a discretionary Christmas bonus.

**Interview process