- Workplace
- Remote, Hybrid
- Type
- Full-time
- Department
- Finance
- Experience
- 3+ years
- Source
- RecruiterFlow
Description
Location: UK – Hybrid
Employment Type: Full-time, Permanent
Sector: Wealth Management / Financial Planning
The Opportunity
Our client is an established and growing wealth management business looking for an experienced Financial Planner to join their team.
This is an excellent opportunity for a qualified financial planning professional with a strong IFA or wealth management background who enjoys providing high-quality financial advice and working collaboratively within a professional team.
The successful candidate will have strong technical knowledge, excellent analytical skills and experience working with Discretionary Fund Managers (DFMs).
Key Requirements
- Diploma qualified, such as DipPFS or equivalent.
- Minimum 3 years' experience within an IFA or Wealth Management environment.
- Strong knowledge of financial planning products and services.
- Experience working with DFMs.
- Excellent analytical, research and problem-solving skills.
- Strong written and verbal communication skills.
- Ability to work independently as well as collaboratively within a team.
- Excellent attention to detail and organisational skills.
- Proficiency in financial planning software such as:
-
-
Voyant
-
Genovo
-
FinaMetrica
-
Microsoft Office Suite
-
What's on Offer
- Competitive salary
- Annual performance-based bonus linked to personal and company performance.
- Remote working
- Private Medical Insurance.
- Life Assurance.
- Pension contributions.
- Shared Parental Leave.
- 28 days' holiday, including 3 days over the Christmas/New Year period.
- 12 additional Wellness Days, including the last Friday of every month off.
- Fully funded training towards professional and role-specific qualifications.
- Regular team incentives.
- Personal and Professional Development Days.
- Regular team social events.
Diversity & Inclusion
Our client is committed to creating an inclusive and supportive working environment where different perspectives are valued and everyone has the opportunity to thrive.
They actively promote diversity, equity and inclusion and believe that a diverse team contributes to better ideas, stronger collaboration and greater success.
Apply
If you are an experienced Financial Planner looking for a flexible, supportive environment with excellent development opportunities, we'd love to hear from you.
Please submit your CV along with a short cover note explaining why you would be a strong fit for the role and what you could bring to the team.
The more information you provide, the better we can match you with relevant career opportunities.
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