Hybrid Financial Planner – Holistic Wealth & Retirement in Nottingham

Hybrid Financial Planner – Holistic Wealth & Retirement in Nottingham

Nottingham Full-Time 42750 - 52250 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage a diverse portfolio and provide holistic financial planning for clients.
  • Company: Join a Nottingham-based IFA with a supportive team and strong client base.
  • Benefits: Earn up to Β£65,000 plus bonuses and enjoy generous benefits with hybrid working.
  • Other info: Enjoy a collaborative environment with business development support and admin assistance.
  • Why this job: Make a real difference in clients' lives while growing your career in finance.
  • Qualifications: Experience in financial planning and a passion for helping clients achieve their goals.

The predicted salary is between 42750 - 52250 Β£ per year.

Wealthlink Recruitment Ltd is partnering with a Nottingham-based IFA to recruit a Financial Adviser to manage a portfolio of around 90 clients with Β£20m AUM.

You will deliver ongoing holistic financial planning across investments, pensions, estates, trusts and protection.

You will receive referrals and business development support, backed by a full admin and paraplanning team.

The role offers hybrid working, a salary up to Β£65,000 plus bonus and generous benefits.

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Hybrid Financial Planner – Holistic Wealth & Retirement in Nottingham employer: WEALTHLINK RECRUITMENT LTD

Join an award-winning Chartered Financial Planning firm near Wetherby, where you will be part of a collaborative and supportive work culture that values your contributions. With a focus on professional development, this role offers unique opportunities to engage directly with clients and Financial Advisers, ensuring your skills are honed in a dynamic environment. Enjoy competitive remuneration and the chance to grow within a respected team dedicated to delivering exceptional financial planning services.

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Contact Details:

WEALTHLINK RECRUITMENT LTD Recruitment Team

We think you need these skills to ace Hybrid Financial Planner – Holistic Wealth & Retirement in Nottingham

Communication Skills
Problem-Solving Skills
Attention to Detail
Adaptability
Team Collaboration
Client Relationship Management
Analytical Skills