Financial Planner

This role is an exciting opportunity to take over a client bank with paraplanner support provided too!

Location: Harrogate

Basic: £60,000

Additional benefits:

Would you like a salary of up to £60,000 basic, a full client bank provided and paraplanner support, with both a great monthly and yearly bonuses and benefits package? At this great wealth management company, the potential is here for you to earn up to £80,000 in your first year.

This award winning, wealth management company is ranked one of the highest rated financial planning and investment companies in the UK. They offer high-quality holistic advice and are looking for a telephone / video-based Financial Planner to manage a good client bank, to develop new and maintain existing long-term client relationships

Does this describe you? 

  • Do you love building relationships with clients and supporting them with great financial advice?
  • Self-motivated, efficient, thorough and forward thinking
  • Self-organised and able to prioritise workload to meet agreed deadlines
  • Currently providing Financial Advice to your clients and be qualified to either Diploma or Chartered level

 Your role

  • Delivering holistic total investment solutions, via video and telephone calls
  • Providing exceptional service to and nurturing existing clients, organically increasing revenue to support business growth through referrals
  • Developing enduring relationships with clients through regular reviews and delivering exceptional solutions to meet their changing circumstances

This is an amazing opportunity to work for a compassionate, flexible company that wants to invest in your future, providing training if you want to progress and realize your full potential

Interested?

To apply for this role, please use My Application, or alternatively, email your CV to [email protected]

Truestar Talent actively supports your career and our clients, specialising in recruiting for financial services industry

Passionate in finding the right long term happy homes, it’s about matching like-minded people to the right cultures

With a 90% success rate, we are fervent about creating great candidate experiences and championing quality clients in our industry

We are personally interested in you

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