At a Glance
- Tasks: Develop client portfolios and provide tailored financial strategies.
- Company: Bond Recruitment, a leader in financial services with a supportive culture.
- Benefits: 25 days holiday, birthday off, hybrid working, and a cycle to work scheme.
- Other info: Great opportunity for career growth in a flexible working environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: 5+ years in financial services and working towards Chartered status.
The predicted salary is between 50000 - 60000 £ per year.
Bond Recruitment is seeking an experienced Financial Planner in Sefton to develop new business and maintain existing client relationships. This role involves providing tailored financial strategies and ensuring compliance with regulatory standards.
The ideal candidate should have at least 5 years’ experience in financial services and be working towards Chartered status.
The position offers a hybrid working model and various company benefits, including:
- 25 days holiday
- Birthday off
- Cycle to work scheme
Hybrid Chartered Financial Planner - Grow Client Portfolios employer: Bond Recruitment
Bond Recruitment is an excellent employer for Financial Planners, offering a supportive work culture that prioritises employee growth and development. With a hybrid working model, generous benefits such as 25 days holiday plus your birthday off, and a commitment to compliance and client satisfaction, employees can thrive in a dynamic environment while building meaningful client relationships in the vibrant Sefton area.
