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Employed Financial Planner

Location
Sheffield, Yorkshire
Salary
£30,000
Job Type
Permanent
Posted
21 Jul 2022

Employed Financial Planner

Location: Sheffield

Salary: £30,000 + OTE

The firm are looking to add an Employed Financial Planner to the team, to take on new and existing clients and ensure they are serviced to a high level detail.

Responsibilities:

  • Conducting meetings with existing and new clients, either office-based or in the clients home/business
  • Ensuring you help clients understand their options, in order to help them achieve their financial goals
  • Analysing all information and prepare a plan that is designed to individual clients

Skills:

  • A strong track record of providing financial advice
  • Competent Adviser Status
  • Exceptional client service skills, with a genuine interest in helping clients achieve their goals
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Details

  • Job Reference: 663291309-2
  • Date Posted: 21 July 2022
  • Recruiter: Ortus Psr
    Ortus Psr
  • Location: Sheffield, Yorkshire
  • Salary: £30,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent