Private Client Financial Planner

Private Client Financial Planner

Full-Time 61200 - 74800 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Provide expert financial planning and advice to private clients remotely.
  • Company: Award-winning Wealth Planning firm with a focus on growth and innovation.
  • Benefits: OTE of £100,000+, flexible working, and full Paraplanning support.
  • Other info: Fully remote role with excellent career advancement opportunities.
  • Why this job: Join a dynamic team and make a real difference in clients' financial futures.
  • Qualifications: Experience in financial planning and a passion for client success.

The predicted salary is between 61200 - 74800 £ per year.

Financial Planner Remote - UK wide OTE £100,000+

An award winning Wealth Planning firm is looking to appoint experienced Financial Planners. The role has arisen due to the firm's expansion and is a fully remote position.

This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner who is looking for the next step in their career.

There is full Paraplanning support available.

Private Client Financial Planner employer: Pinstripe Personnel

Join an award-winning Mortgage Brokerage in Worthing, where your career as a Mortgage Adviser can flourish. With a client-first approach, we offer a competitive salary and bonuses, alongside comprehensive support for your professional development. Enjoy the benefits of supplied leads and the opportunity to earn significantly while being part of a collaborative and growth-oriented work culture.

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Contact Details:

Pinstripe Personnel Recruitment Team

We think you need these skills to ace Private Client Financial Planner

Financial Planning
Wealth Management
Client Relationship Management
Paraplanning
Regulatory Knowledge
Investment Strategies
Risk Assessment