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Financial Planner


Thank you for your application for Financial Planner. You will receive an email with confirmation of your application. Good luck!

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Salary £40000 - £100000

Recruiter Managing This Role

An exciting opportunity has arisen for an employed Financial Planner to join a firm in Berkshire. The firm provides leading advice to a diverse range of clients, all looking for the same unique experience. 

The firm is looking for the candidate to show an eagerness to progress and build a fantastic future with them. As a reputable firm, this business prides itself on the high level of advice it offers. This is an excellent opportunity as they are due to gain a client bank which you’d be looking after and developing. 

Benefits include:
Salary with bonuses, exam support, flexi working hours, admin / paraplanner support, client bank, office parking and the role can be remote as long as you can get to the office for company meetings/ socials.
Call us to go through the full details…

What do you need to be considered?

  • Level 4 Diploma qualified
  • Previous experience within a fast-paced financial planning practice
  • FCA understanding of regulations and products, and their practical application
  • Have a professional, proactive and positive attitude

What’s next?

Apply today to be considered for this Financial Adviser opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career!

Synonyms: financial planner, technical sales support, wealth manager, financial adviser

Back To Financial Planner Job Description

Application For Financial Planner