At a Glance
- Tasks: Provide holistic financial planning advice to clients and help them achieve their long-term goals.
- Company: Join a growing independent advisory team at MERJE Ltd in the UK.
- Benefits: Supportive team environment with opportunities for professional growth.
- Other info: Dynamic role with a focus on client outcomes and new business development.
- Why this job: Make a real difference in clients' lives while building trusted relationships.
- Qualifications: Experience in financial planning and strong relationship-building skills.
The predicted salary is between 54000 - 66000 £ per year.
MERJE Ltd in the United Kingdom is seeking an experienced Financial Planner to join a growing independent advisory team. You will provide holistic financial planning advice to a portfolio of existing clients, helping them achieve long-term objectives across pensions, investments, protection and retirement planning.
Working closely with a supportive team, you will deliver outstanding client outcomes while building trusted, long-term relationships and developing new business through warm referrals.
Financial Planner - Independent Firm with Trusted Client Bank in Stafford employer: MERJE Ltd
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