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Financial planner

Swindon
Permanent
Heat Recruitment
Financial planner
Posted: 8h ago
Offer description

Location

Swindon

Salary Competitive TypePermanent WorkplaceOn-Site Ref89039

Financial Planner Swindon Hybrid

We are seeking an experienced Financial planner to join our Swindon office. This is a long-term opportunity with a clear career progression, including the potential to step into a management position within the office in the coming years.

What We Offer

1. Competitive base salary (dependent on experience and AUM)

2. Quarterly bonus: 40% of all income above 3x salary

3. Benefits: pension, death in service, 25 days holiday + birthday leave

4. Flexible home working arrangements

5. National client acquisition programme supporting advisers with high net worth client growth

Requirements

6. Qualified Financial Planner (min. Level 4, ideally Chartered or working towards)

7. Strong track record of regulated financial advice

8. Excellent relationship management and business development skills

9. Ambition to grow into a future leadership role

If you are looking for a progressive environment with genuine career development opportunities, wed be delighted to hear from you. Additionally, if you are a candidate within wealth management looking to make your next move, please apply and I will be in contact.

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