The company we’re recruiting for has been established for nearly 40 years and has built its reputation around long-term client relationships...

Unlike some larger firms, where clients may deal with several different departments, this business focuses on providing a dedicated adviser who works closely with clients over the long term.

This is a business that has successfully navigated multiple market cycles, from the market boom and crash of the 1980s, through the 2008 financial crisis and Covid.

There’s also a generous bonus structure, with an OTE of around £100,000 potentially achievable within your first year.

In terms of your background, you’ll need to have achieved the Level 4 Diploma in Regulated Financial Planning, along with at least five years’ relevant experience.

Below is a small overview of what you’ll be doing…

• Build strong relationships with clients, understanding their financial goals and recommending suitable, tailored solutions.
• Proactively use cashflow modelling software to present and explain planning outcomes in a clear, client-friendly way.
• Manage your own client portfolio, including regular reviews, ongoing advice and compliance with all regulatory requirements.
• Actively pursue new business opportunities, including referrals from existing clients and networking.
• Maintain up to date knowledge of market developments, legislation, and FCA/Openwork guidance.

For more information, please apply or contact Hannah at 360 recruitment. Even if you don’t have a CV, just get in touch and we can have a conversation.