At a Glance
- Tasks: Deliver holistic wealth management advice and build strong client relationships.
- Company: Leading UK financial planning business with a focus on client growth.
- Benefits: Competitive salary, professional development, and support towards Chartered Financial Planner status.
- Other info: Dynamic role with opportunities for career advancement in a supportive environment.
- Why this job: Make a real difference in clients' lives through tailored financial planning.
- Qualifications: Level 4 DipPFS or equivalent, FCA permissions, and strong investment knowledge.
The predicted salary is between 60750 - 74250 £ per year.
Radium Search is representing a leading UK financial planning business seeking a Financial Planner to deliver holistic planning and wealth management advice for a client portfolio. You will cover pensions, investments, protection and estate planning, with fact-finding to tailor objectives and regular reviews to sustain relationships.
The role requires Level 4 DipPFS or equivalent, FCA permissions, and progress toward Chartered Financial Planner status, with strong technical investment and tax knowledge.
Holistic Wealth Planner for Client Growth in Horsham employer: Radium Search
Radium Search is an exceptional employer for Financial Planners, offering a supportive environment with strong back-office and paraplanning assistance. With genuine flexibility on location and scalable earnings potential, employees can thrive while having clear pathways to equity or partnership, making it a rewarding place for career growth in the financial planning sector.
