Financial Planner
Salary: Competitive, dependent on qualifications and experience ranging from £65,000 - £100,000 OTE (Uncapped) Full time, hybrid working Storeton Rose Financial Planning About Us Storeton Rose Financial Planning is an independent financial planning firm based in Higher Bebington on the Wirral. We are a growing, close-knit team who offer independent financial advice, products and investment solutions from the whole of the market, so our advice is built around what is right for each client, not tied to any one provider. We are proud to be approachable and jargon-free. We do what we say, and we like to think our clients notice the difference. About the Role We are looking for a qualified Financial Planner to join our team. You do not need years of experience or an existing client bank, you just need to be qualified to advise, genuinely interested in doing right by clients, and keen to build a career with us. You will work closely with our paraplanning and administration team, who will support you with research, reports and case progression, and with the Director, who will provide coaching and technical guidance as you build your experience and your own client relationships. What You Will Be Doing Meeting with clients to understand their goals and circumstances Researching and recommending suitable financial planning solutions from the whole of the market Presenting clear, jargon-free advice that clients can actually understand Carrying out annual reviews and keeping client ..... full job details .....
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