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Permanent

Financial Planner

Oxford
money-bag 70000.00-70000.00 Annual
3085441117
Posted 5 days ago

Job Title: Financial PlannerSalary: £70,000 - £80,000 + bonusField Based role (M4 Corridor around Newbury) Recruit UK are supporting a leading national wealth management business in their search for a Financial Planner.This organisation is committed to improving the way financial advice is offered, making it more affordable, accessible, and impactful for more people. Their goal is simple: to change lives for the better.Role Overview:As a Financial Planner, you''ll help clients define their future goals and long-term aspirations, creating tailored financial plans to help achieve them. You''ll play a vital role in guiding clients to make informed financial decisions, combining your technical expertise, professional knowledge, and ongoing support.Key Responsibilities:Deliver holistic financial advice through face-to-face and virtual meetings.Build and maintain long-term relationships, supporting clients in achieving their immediate and ongoing financial goals.Use cash flow modelling and financial planning tools to provide clear, insightful advice.Proactively develop new business opportunities, building relationships with introducers and new clients.Manage a designated portfolio, identifying ongoing advice needs and intergenerational opportunitiesStay informed on market, legislative, and industry developments.Uphold regulatory responsibilities and deliver excellent client outcomes.Maintain professional standards and complete CPD to support SPS requirements.Qualifications and ..... full job details .....

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