Financial Planner

Financial Planner
Salary negotiable

Our Client, a large Independent Investment management firm are recruiting a Financial Planner. With offices across the UK, they pride themselves on their ability to create and maintain their Clients wealth. Reporting in to the Divisional Director, you will be charged with developing existing Clients and attracting new business.

Your role will include:

Gathering full market knowledge in order to provide holistic financial planning advice
Developing your own Client bank and analyse existing Clients needs
Networking and marketing the services of the Company
Complying with TCF procedures

Skills required:

Either Chartered or fellow status is highly desirable
IFA Wealth management or Stock broking background
Experience of working with professional connections
Portable Clients would be an advantage but is not essential
Integrity and Client focus
CF30

This is an excellent opportunity to join an award winning and growing organisation.

If your application is successful we will contact you to discuss the opportunity in more detail within 48 hours of receiving your application.

Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.Please view (url removed) for further Insurance opportunities.

If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.

Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.