Financial Planner - East Midlands

Are you a dedicated financial professional ready to make a meaningful impact? We are seeking an experienced and driven Financial Planner to join a dynamic team in the Derby area. This is a fantastic opportunity to leverage your expertise in building a thriving client portfolio while delivering tailored financial solutions that truly make a difference. If you're passionate about guiding clients toward their financial goals and thrive in a fast-paced environment, this role is perfect for you.

• At least 2+ years of experience, demonstrated by building a client portfolio valued at £5m+.
• Proven success in attracting new clients through effective business development strategies.
• Hold a minimum of Level Four qualification through an accredited body such as the CII or CISI.
• Possession of a valid Statement of Professional Standing.
• Strong ability to communicate complex financial information in a clear, straightforward manner.
• Capable of working independently with a proactive, self-motivated approach, while also collaborating effectively with colleagues.
• Proven track record of producing high-quality, timely outputs that balance a client-focused approach with commercial objectives.

• Additional certifications or experience in specialized financial planning areas.
• Knowledge of the local Manchester market an...