Job Title: Chartered Financial Planner
Salary: £60,000 - £70,000 (Negotiable) + Bonus
Location: Southampton / Portsmouth
A well-respected Chartered Financial Planning firm with a very good reputation are looking for an experienced Financial Planner to come and join their growing advisory team and work with nourishing and developing existing clients within the firm.
They take pride in their work and place an emphasis on client care and providing a tailored solution. They have a broad offering for clients, providing advice across a range of cases including Pensions, Investments, Protection and tax planning.
They have long standing relationships with a great deal of their clients and have an excellent client-retention rate to go with this.
They have grown consistently over the last few years and are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high-levels of customer service.
The Role:
This role would suit someone who is technically minded and who has a natural ability to develop relationships with clients to provide a holistic, tailored advice service across a broad range of case types. The role is split between providing finanical planning advice half of the time and some other senior management duties as well.
There are existing clients available for th...