At a Glance
- Tasks: Provide holistic financial planning to clients, focusing on pensions, investments, and retirement.
- Company: Join MERJE Ltd, a well-regarded independent advisory firm with a supportive team.
- Benefits: Enjoy career progression, a collaborative environment, and the chance to make a real difference.
- Other info: Be part of a growing team with excellent opportunities for professional development.
- Why this job: Help clients achieve their long-term financial goals while building trusted relationships.
- Qualifications: Experience in financial planning and strong relationship-building skills.
The predicted salary is between 50000 - 60000 £ per year.
MERJE Ltd is seeking an experienced Financial Planner to join its growing team.
You will provide holistic financial planning to an established client bank and new clients, helping them meet long-term objectives across pensions, investments, protection and retirement planning.
You will work with a supportive team to deliver outstanding client outcomes, build trusted relationships, and progress within a well-regarded independent advisory firm.
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Senior Financial Planner: Trusted Client Bank & Growth in Leek employer: MERJE Ltd
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