Job Description
Our client, a truly independent Financial Planners firm with their Head Office based in Surrey and 20 locations across Europe, specializes in the financial well-being of their clients. The team has over 50 years of experience in the Financial Planning industry. As qualified Chartered Financial Planners who encourage others to achieve that designation, they are seeking a qualified Financial Planner to join their successful team.
Qualifications and Experience
* Ideally UK Level 4 Qualified (minimum)
* Seeking an employed IFA role
* Must have strong international experience (EU) knowledge or experience
Compensation and Benefits
* Circa £40-50K PA basic salary, with commissions to be discussed
* Leads provided
* Must be a self-starter and self-reliant
* Previous experience as a paraplanner would be advantageous
Role Responsibilities
Advising on all aspects of financial planning including protection, pensions, investments, mortgages, and inheritance tax planning. Experience advising within the later life arena for clients over 55, providing advice on pension drawdown, pension annuities, long-term care funding, and equity release using lifetime mortgages, is desirable.
Location
Ideally looking for an employed role near Sussex or Surrey and surrounding areas, with hybrid or remote working options.
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