Rosemount Financial Solutions (IFA) Ltd
Financial Planner
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Rosemount Financial Solutions (IFA) Ltd
Rosemount Financial Solutions (IFA) Ltd is a well-established financial services company with over 20 years of industry experience. We are currently seeking a talented and experienced Financial Planner to join one of our firms.
Key Responsibilities:
- Provide high-quality financial planning services to clients, including retirement planning, wealth management, and investment planning.
- Build and maintain long-term relationships with clients by providing excellent customer service.
- Develop and implement financial plans that meet the clients’ needs and objectives.
- Monitor and review clients’ financial plans on an ongoing basis, and recommend adjustments as necessary.
- Collaborate with other team members to provide comprehensive financial solutions to clients.
- Stay up-to-date with industry trends, products, and regulations.
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Requirements:
- Minimum of 3 years of experience as a Financial Planner
- Level 4 financial planning qualification essential
- Excellent interpersonal and communication skills
- Strong analytical and problem-solving skills
- Proven track record of building and maintaining long-term relationships with clients
- Ability to work independently and as part of a team
- Experience in Pension desired
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All appointments are provided along with full Paraplanning and full client relationship support. This role is remote working within one of our Appointed Representative firms. Looking for someone based ideally based in or around the Leeds/Sheffield/York area.
We offer a competitive salary package and excellent benefits. If you are a self-motivated, results-driven Financial Planner looking for an exciting opportunity to grow your career, we would love to hear from you.
£80k+ OTE
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