Finanical Planner

Recruit4staff are proud to be representing their client, an established Financial Services Firm in their search for a Financial Planner to work in their leading facility in Dronfield .

Job Role :

As a Financial Planner , you will be working on a self-employed basis whilst enjoying the support of a structured company framework ensuring compliance. You will be responsible for servicing and reviewing existing client portfolios, presenting a chosen proposition to clients, and onboarding new clients. Your day-to-day will also include managing existing portfolios covering retirement planning, investment planning, inheritance tax, estate planning, and mortgages.

Job Details :

• Pay : Negotiable
• Hours of Work : Monday to Friday, Hybrid arrangement
• Duration : Permanent
• Overtime Rules : N / A

Essential Skills & Experience :

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