Financial Planner

Job Title: Financial Planner

Location: Fully Remote (office available if required)

Hours of Work: 09 00 approx.

Type: Permanent, self-employed

Start Date: Immediately (flexible for notice periods)

We are hiring for a Financial Planner that has experienced at least 2 years relevant experience in Wealth Management. You will run your own business with the full support of an umbrella company to simplify the financial well-being of clients by prioritising their needs in an approachable manner. Our client offers a comprehensive and bespoke wealth management service. With a down to earth and approachable demeanour that encourages people to have the confidence to enhance their own financial portfolio.

Duties of a Financial Planner

• Take initiative to anticipate and address client needs.
• Collaborating effectively with colleagues to achieve shared goals.
• Striving for excellence in all endeavours, setting high standards for personal and professional achievement.
• Cultivating strong rapport with clients, colleagues, and stakeholders, creating trust and loyalty through effective communication.

Required skills and experience:

• Minimum Level 4 Qualified and wanting to move to Chartered Status.
• An experienced Adviser looking at running their own self-employed business within the RWM umbrella.
• Experienced in giving bespoke advice set to clients and with a drive for elite customer service.
• Evidencing drive for personal and professional growth with acting independently and intuitively.

What the client offers a Service Advisor

• Comprehensive support and training to establish and grow your own business, network, and client base.
• A competitive financial support package tailored to your personal and business needs.
• Guidance with lead generation and marketing strategies to maximise your success.
• Collaborating with experienced advice professionals utilising proven processes and technology.
• Streamlined client case processing to optimise your time for meaningful client interactions.

Apply for this Financial Planner role through this advert. If you have not been contacted regarding your application within 7 days, please assume that you have not been successful. We will however retain your application for any future roles for which you may be suitable.

If you would like more information about this role, please contact Lewis on our Commercial team on (phone number removed).

About Regional Recruitment Services A Recruitment Agency in Leicester.

This position is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency that has been operating since 2008. We offer permanent, temporary and contract jobs within the Commercial, Construction, Industrial and Engineering sectors. To view all our positions available throughout the United Kingdom, please visit our website url removed .