At a Glance
- Tasks: Help clients achieve their financial goals with personalised planning and advice.
- Company: Self-employed role in a supportive hybrid working environment.
- Benefits: Flexible hours, autonomy, and the chance to build your own client base.
- Other info: Ideal for self-starters looking for a rewarding career path.
- Why this job: Make a real difference in people's lives while growing your own business.
- Qualifications: Relevant qualifications and a passion for helping others with their finances.
The predicted salary is between 30000 - 40000 £ per year.
This is a self-employed role, hybrid working in the Sandford, Winscombe area. (BS25)
Qualifications and experience are important, but they are only part of the picture. We're looking for someone who wants more than simply servicing an existing client.
Financial Planner in Winscombe employer: The Openwork Partnership
As a Financial Planner with us, you will enjoy the flexibility of a self-employed role while benefiting from a supportive hybrid working environment in the picturesque Sandford, Winscombe area. We foster a culture of growth and innovation, encouraging you to build meaningful relationships with clients and expand your expertise, all while enjoying the unique advantages of our local community.
We think you need these skills to ace Financial Planner in Winscombe
Client Relationship Management
Financial Analysis
Investment Knowledge
Retirement Planning
Tax Planning
Risk Assessment
Communication Skills
