Job Description
Our client are currently looking for a Desk-based Associate Financial Planner to join a major Wealth Management business with over £55bn AUM and a network of over 50 offices across the UK.
- As Associate Financial Planner you will be a key member of a team that services the financial planning needs of households across the UK
- You will provide a service to these clients to retain them and develop their business and do annual reviews
- You will have an excellent opportunity to develop your skills and advance your career as a Financial Planner
- Outstanding development and support will be given to you
- Following induction, a hybrid working home/office working arrangement will be available
To be considered for this outstanding Associate Financial Planner opportunity you will need the following skills and experience:
- You will be at least Level 4 Diploma qualified
- You will have experience as a Financial Adviser, Mortgage and Protection Adviser or Paraplanner
- You will be a quick learner, have excellent communication skills and pride yourself on your relationships with your clients
Desk-based/Telephony Financial Planners and Associate Financial Planners
- Locations Main hubs are Leeds, Bristol and Edinburgh
- Starting salary typically £37K (negotiable up to c. £50k+) + bonus and benefits
2 different divisions:
- Client Bank Management
- Work with these clients to retain them and their assets and do annual reviews
- Ideal for people in the early stage of their career in Financial Services
- Specialist Protection
- Providing annuity and/or protection advice
- Complex cases
- Ideal for someone coming from a life and protection background
- Someone with a passion for Protection
