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Permanent

Financial Planner

Chipping Norton
money-bag 40000.00-40000.00 Annual
3200705309
Posted 2 weeks ago

Financial PlannerLocation: Chipping Norton, Oxfordshire Hybrid working (2 days in the office)Salary: 40,000- 70,000 depending on experienceHours: 35 hours per week Build meaningful client relationships and a rewarding career in financial planningAre you a Level 4 qualified Financial Planner looking for a business where clients come first and you can genuinely develop your career? We''re recruiting for an established, employee-owned financial planning business with a collaborative team and a strong focus on long-term client relationships. Whether you''re relatively early in your financial planning career or already an experienced adviser, this could be a fantastic next step.You''ll benefit from a regular supply of client leads, rather than having to build your client base entirely from scratch. Initially, you''ll also look after a smaller existing client portfolio while a colleague is on maternity leave, giving you the opportunity to get to know the business, its clients and its approach. What you''ll be doingBuilding trusted, lasting relationships with clients and understanding their financial goalsProviding personalised financial planning advice across pensions, investments, protection and retirementReviewing clients'' circumstances and financial plans, making suitable recommendationsManaging and developing client relationships, with leads provided by the businessContributing to networking and referral opportunities as you establish yourselfWorking closely with colleagues ..... full job details .....

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