Job Title

Recruit4staff are proud to be representing their client, an established Financial Services Firm in their search for a Financial Planner to work in their leading facility in Dronfield . Job Role: As a Financial Planner , you will be working on a self-employed basis whilst enjoying the support of a structured company framework ensuring compliance. You will be responsible for servicing and reviewing existing client portfolios, presenting a chosen proposition to clients, and onboarding new clients. Your day-to-day will also include managing existing portfolios covering retirement planning, investment planning, inheritance tax, estate planning, and mortgages. Job Details: Pay: Negotiable Hours of Work: Monday to Friday, Hybrid arrangement Duration: Permanent Overtime Rules: N/A Essential Skills & Experience: Be working as a Financial Planner building a client base of approximately 6 million in value Desirable Skills & Experience: Financial planning Mortgages Life insurances Lifestyle planning Pensions Desired Qualifications: Chartered Financial Planning status Desired Qualifications: Diploma Level 4 in Financial Planning or similar Chartered status or working towards Chartered status Additional Information: Structured and compliant company support for self-employed advisors Opportunity to manage a substantial and diverse client portfolio Flexibility to work on a hybrid basis Similar Job Titles: Financial Advisor Commutable From: Sheffield, Chesterfield, Rotherham, Worksop For further information about this and other Financial Planner positions, please apply now. This vacancy is being advertised on behalf of Recruit4staff Limited , who are operating as a recruitment agency. TPBN1_UKTJ