Financial Planner

About the Role

Our client is seeking a dedicated and client-centric Financial Planner to join their expanding advisory team in Derby . This role focuses on providing comprehensive financial advice and developing personalized financial plans for individuals and families. You will assess client goals, recommend suitable investment and protection strategies, and build long-term relationships based on trust and expertise. This is a rewarding opportunity to make a tangible difference in people's financial lives, working within a reputable firm that values professional growth and client success in Derby .

Key Responsibilities

• Conduct in-depth client reviews to understand financial goals and risk tolerance.
• Develop tailored financial plans, including investment, retirement, and protection strategies.
• Advise clients on appropriate financial products and services.
• Monitor client portfolios and provide ongoing support and reviews.
• Maintain up-to-date knowledge of financial markets, products, and regulations.

Requirements

• Relevant financial planning qualification (e.g., CII Level 4 Diploma or equivalent).
• Proven experience in financial planning or wealth management.
• Strong understanding of investment, pensions, insurance, and tax planning.
• Excellent communication, interpersonal, and client relationship management skills.
• Adherence to ethical standards and regulatory requirements.

Benefits

• Competitive salary plus attractive performance-based bonuses.
• Generous private healthcare and life assurance.
• Company pension scheme.
• Support for professional development and continuing education.
• A hybrid work model offering flexibility for our team in Derby .