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Highly successful and prestigious financial planning practice linked to a chartered accountancy firm requires an experienced self employed financial planner to join the very established team. This is an absolutely superb opportunity for the right individual to take their career to the highest level working in the HNW fee based.
We are looking for branch based Senior Financial Consultants, who can work closely with their colleagues to identify customers needs, offering honest, tailored advice that will help forge long-term relationships and protect our customers families, futures and finances.
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Highly successful and prestigious financial planning practice linked to a chartered accountancy firm requires an experienced self employed financial planner to join the very established team.
We are looking for branch based Senior Financial Consultants, who can work closely with their colleagues to identify customers needs, offering honest, tailored advice that will help forge long-term relationships and protect our customers families, futures and finances.
We are looking for branch based Senior Financial Consultants, who can work closely with their colleagues to identify customers needs, offering honest, tailored advice that will help forge long-term relationships and protect our customers families, futures and finances.
We are looking for branch based Senior Financial Consultants, who can work closely with their colleagues to identify customers needs, offering honest, tailored advice that will help forge long-term relationships and protect our customers families, futures and finances.
We are looking for branch based Senior Financial Consultants, who can work closely with their colleagues to identify customers needs, offering honest, tailored advice that will help forge long-term relationships and protect our customers families, futures and finances.
Our client is looking for a proven track record of client management and strong sales figures. If you have a client bank that is portable this would be seen as an advantage but not essential.
Our client is looking for a proven track record of client management and strong sales figures. If you have a client bank that is portable this would be seen as an advantage but not essential.
The support unit in place is very experienced and hold excellent qualifications and are arguable the strong support team in the region, you will benefit from reporting writing, portfolio construction and after care of the clients.
You will be dealing with a range of SME and large clients and run your own diary, you will have the support of technical paraplanners and administrators. The role requires an experienced Corporate Adviser who has an excellent understand of the corporate / employee benefits market and ideally be CFP qualified with progress towards Diploma / Dip PFS.
You will be dealing with a range of SME and large clients and run your own diary, you will have the support of technical paraplanners and administrators. The role requires an experienced Corporate Adviser who has an excellent understand of the corporate / employee benefits market and ideally be CFP qualified with progress towards Diploma / Dip PFS.
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