Job Description
Our client is a well-established independent financial advisory business, holding Chartered status, named a winner in the "Best Firms to Work For" category at the Professional Adviser Awards 2026.
Midlands - employed Financial Planner: Basic salary is up to £70,000 + £6,000 car allowance and then bonus on top
With services available from locations across the East Midlands and London, their passion for providing the highest quality service means you can enjoy the best of both worlds - dedicated personal service and tailored wealth solutions, with appointments offered in-person and online. They provide fully independent advice to personal and corporate clients, including investment management, retirement planning and protection solutions for individuals and businesses."
This is a well-established IFA company, which also has some exciting growth plans. They have a lot of investment in their business as they are part of a highly respected high net worth accountancy firm.
Professional requirements for Financial Planner role.
- Excellent communication, interpersonal, presentation and relationship-building skills, with the confidence to ask clients insightful and appropriate questions.
- Strong active listening skills, with the ability to explain complex financial concepts clearly and in a way clients can easily understand.
- Qualified to Diploma Level 4 or above, with a clear commitment to continued professional development and further advancement through examinations.
- Holds a current and valid Statement of Professional Standing (SPS).
