Seeking a Financial Planning Specialist
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About the Role:
We are looking for an experienced financial planning professional to join our team in the Midlands. As a key member of our financial services firm, you will be responsible for managing and growing a portfolio of clients while delivering high-quality advice across protection, investments, pensions, and broader financial planning needs.
Fiduciary Expertise:
To excel in this role you will require: • Strong knowledge of financial planning solutions including pensions, investments, and protection. • A client-first approach with proven ability to build lasting relationships. • Ability to identify new business opportunities locally through referrals, professional networks & self-sourced initiatives. ----------------------------------- ,Financial Planner Benefits:
* Pension Scheme
* Bonus Structure