About the Role
As a Financial Planner, you will be a key part of the regulated advice team, providing advice to our customer base through our digital platform. This role involves understanding customer needs, building relationships, and delivering tailored financial advice across various areas, including investments, pensions, and protection. You will ensure that advice is compliant and in the best interests of our clients, working collaboratively with other teams (e.g., product, technology, compliance) to continuously improve our offering. You will stay up-to-date with industry regulations and market trends, contributing to the ongoing development and improvement of our advice proposition.
What you’ll bring to the role
- Level 4 Diploma in Financial Planning (DipPFS) or equivalent.
- Proven experience as a Financial Planner, ideally with experience in digital or hybrid advice models.
- Strong understanding of financial products, services, and regulatory requirements.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Strong analytical and problem-solving skills.
- A passion for delivering client-centric advice and leveraging technology to enhance the customer experience.
