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