We are currently recruiting for a Financial Planning practice in Witney who are looking to recruit an Experienced Financial Planner to join their growing business. This is a great opportunity to join an amazing growing company. They have clients and leads provided. They are looking for someone who has good business development experience and converting leads.
Company Description
The company offers personalised financial planning services to help clients plan ahead, protect their assets, and future-proof their finances. The company's approach is to listen to clients' worries and dreams before providing tailored financial planning without product push or false promises. The company aims to help clients realise their goals and gain peace of mind through smart and efficient advice.
Role Description
This is a full-time hybrid &/or Office based role for an experienced Financial Planner. The Financial Planner will be responsible for day-to-day financial planning tasks in Long Hanborough with the flexibility to work from home as needed:
Requirements:
Qualifications
Experienced Financial Planner - Witney • Witney, GB
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