Senior Financial Planner

Financial planning - Nottingham, East Midlands

Ref: 775Thursday 18 August 2022

£60,000 - £70,000

I am working with a leading National Wealth Management firm, looking to add an Independent Financial Adviser to the team, to take on existing clients, offering strategic and holistic financial planning advice. 

This role is offering a full client bank, with the existing relationship already established, so no Business Development required, and a competitive benefits package. 


  • Conduct meetings with new and existing clients
  • Ensure you help clients understand their options, in order to help them achieve their financial goals
  • Analyse all information and prepare a plan that is designed to individual clients

To Be Considered

  • Previous experience working within the financial services industry as an Independent Financial Adviser
  • Level 4 Diploma in Financial Planning, ideally Chartered status or working towards
  • Up to date Competent Adviser Status 

If this sounds like an opportunity that may suit, please apply and one of our consultants will be in touch! 

Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.