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Holistic Financial Planner Client

Job in Coalville, Leicestershire, LE67, England, UK
Listing for: Perspective Financial Group Ltd
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Holistic Financial Planner for Client Growth
A financial services firm is seeking an experienced Financial Planner to provide first-class financial advice compliant with FCA regulations. The successful candidate will offer holistic financial planning, research products, and deliver annual reviews to clients. This role provides 25 days of holiday plus benefits including a pension and life assurance. Candidates should have strong analytical and communication skills to succeed in this dynamic environment.
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