Our client, a rapidly expanding and acquisitive Wealth Management firm, are looking for a Financial Planner to input into the strategic direction of the business as part of the Financial Planning leadership team.
They are currently seeking a highly motivated and experienced Financial Planner who wants to develop and looking to take the next step along their career path. As part of the team, you will have the support of experienced Paraplanners and a highly efficient administration team.
Key Responsibilities:
To conduct telephone advice meetings with clients from across the country.
To help to produce detailed but customer-friendly suitability reports.
To keep abreast of legislation, compliance, and industry changes.
Completing all business in a compliant manner and aligned with FCA requirements.
Ensuring that all recommendations are suitable and, in the best interests o...
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