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Permanent

Financial Planner

Essex
money-bag 10000-500000 Annual
3085485192
Posted 5 days ago

A leading and highly respected financial planning and retirement specialist is seeking experienced Financial Planners to join its growing advisory team nationally. This is a fantastic opportunity for advisors who wants to focus on delivering high-quality advice rather than prospecting, working with individuals from some of the UK''s largest employers and pension schemes.You will be advising a diverse range of clients, from employees approaching retirement through to senior professionals and board-level executives, helping them make confident, informed decisions about their financial future.All client meetings are pre-arranged by a dedicated client services team, allowing you to spend your time where it matters most, providing advice, building trust and delivering outstanding client outcomes.The OpportunityYou will deliver holistic financial planning and retirement advice to individuals within large corporate pension schemes and employer groups.Clients actively request appointments, meaning you will work with engaged individuals who are already seeking professional advice.You will also benefit from:A steady flow of pre-booked client meetingsFull paraplanning support to prepare suitability reportsAccess to a dedicated discretionary portfolio management teamStrong internal infrastructure and technical expertiseThe opportunity to advise clients with meaningful levels of assets and complex planning needsMeetings are conducted virtually, at the client''s workplace, or at their ..... full job details .....

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