Job Description

Job description

Overview


An opportunity has arisen for an experienced Financial Planner to join a well-established, independent financial planning and investment management group. With a focus on quality advice and client outcomes, the role is ideal for a professional who values long-term relationship building, high standards of service, and ethical financial advice.
You'll be supported by a collaborative, client-focused culture, and equipped with the tools, infrastructure, and team to help you grow professionally while delivering tailored financial solutions.

Benefits

  • 25 days holiday (plus 1 day per year of service, up to 30) + Bank Holidays
  • Private Medical Insurance (single cover; extendable at own cost)
  • Income Protection (75% of salary after 3 months)
  • Death in Service (4x salary)
  • 4% matched pension contribution
  • Career progression and flexible working...

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