Financial Planner

📌 Job Title: Financial Planner - Full-time 📍 Location: England, United Kingdom 🕐 Employment type: Full-time About the Role We are searching on behalf of our client for this role. This position is not with OVI. Join our client as a Financial Planner and play a pivotal role in helping clients achieve their financial goals. You'll work closely with a small, dynamic team to ensure the client proposition is delivered on time and in compliance with industry standards. Key Responsibilities

• Take full responsibility for client files, recommendations, and suitability reports under Consumer Duty.
• Provide FCA-regulated financial planning advice with a focus on compliance and suitability assessments.
• Maintain comprehensive client files and records of discussions.
• Prepare recommendations and oversee the creation of suitability reports with support staff.
• Deliver the client service proposition in line with company mission and Consumer Duty outcomes.
• Conduct research on market and legislative developments to identify financial planning opportunities.
• Mentor and develop colleagues in financial planning practices. Your Profile
• 5–10 years of experience in financial planning.
• Proven track record in FCA-regulated advice and compliance.
• Strong client ownership skills.
• Experience in mentoring and developing team members is a plus. What's Offered
• Opportunity to work in a leading consulting company.
• Collaborative and supportive team environment.
• Professional growth and development opportunities. Ideal Candidate The ideal candidate is a proactive and experienced financial planner who thrives in a collaborative environment. You are dedicated to delivering exceptional client service and have a strong track record in compliance and suitability assessments. Your ability to mentor and develop colleagues will be highly valued in our team. When you apply to this role, AI may be used to help analyse and format your information so the hiring team can review it more easily.