Financial Planner

Job Description

Financial Planner / Financial Adviser

Our client, a successful and well established Financial Planning firm in Nottingham specialises in holistic, goals-lead, financial planning. They are currently recruiting an experienced Financial Planner to join their busy team at their Nottingham offices.

Ideally, the successful candidate will be/ have;

  • Chartered status, or working towards it
  • At least 3 years experience of giving financial advice
  • Experience of holistic, lifetime financial planning
  • Confident, assertive and excellent communicator

Our client can provide;

  • Interesting and stretching financial planning that makes a difference to people’s lives
  • Fast growing business with lots of room to get involved and influence the direction we take
  • Full support for development and qualifications
  • Flexible working supported and encouraged
  • Sunny offices in West Bridgford with parking provided
  • Salary and benefits dependent on experience

And these are all the key points you’ll need to know:

  • Directly authorised
  • Independent
  • Corporate Chartered status
  • Independently owned
  • Currently have a team of 8 and looking to continue growing
  • Noted for innovative approach
  • Winner of David Norton Building Excellence Award 2018
  • New Model Adviser Top 100
  • Holistic financial planning specialists
  • All clients receive lifetime cash flow forecasting and a holistic plan
  • Passive investment approach usually using DIMs