UK Licensed Financial Planner

Job Summary

A company is looking for a Financial Planner to provide independent financial advice and support the Personal Advice Team.

Key Responsibilities

• Provide compliant financial advice to clients and manage client advice files
• Conduct product research and ensure high standards of record keeping and compliance
• Collaborate with product and advice teams to enhance the client experience and drive technology solutions

Required Qualifications and Training

• Minimum QCF Level 6 and Competent Adviser Status (CAS)
• Demonstrable track record in financial advice roles
• Experience with research tools and technology in financial services
• Strong understanding of the regulated financial service sector
• Experience in developing and supporting team members