JobTitle:IndependentFinancialAdvisor
Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.
Location:WestYorkshire
BasicSalary:£60,000-£70,000subjecttoexperience
AnexcellentopportunityforanexperiencedFinancialPlannertojoinanestablishedandprogressiveCharteredFinancialPlanningpractice,whoarelookingtostrengthentheirSeniorteamduetoarapidincreaseinclients.YouwillworkcloselywithahighlyexperiencedandqualifiedManagingDirectorandinheritanestablishedandprofitableclientbank,consistingofapproximately120households.
TheRequiredSkills:
Level4Diploma-qualifiedasaminimum,ideallyLevel6/Charteredqualifiedorthedesiretoprogress.
CASandSPSessential.
Abackgroundinfinancialplanning,privatewealth,orfamilyofficeenvironments.
Skilledatdevelopingprofessionalconnectionsandgeneratingnewbusiness. xsngvjr
Confidentworkingindependentlyandcomfortableinasmall,self-driventeam.
Apply:
Pleasesendyourapplication directly to Stuart or call him on