Vacancy Detail
Senior Financial Planner
Recruit Wealth are representing a first‑class opportunity for an experienced Senior Financial Planner to join a National Wealth Management business to work within their Hampshire and Dorset territories.
The role will see you continue to deliver financial advice with a large portfolio of existing clients (inherited internally from an existing client book) whilst developing further business through referrals and recommendations.
The company is very well known for offering a market‑leading proposition with excellent client care at the forefront of everything they do. They are award‑winning and recognised as one of the prominent names in the Financial Planning industry.
You will have knowledge of Investments, Pensions, and associated products and be able to confidently deal with high net worth individuals relating to their current financial status and future needs.
If you are studying towards Chartered status, this would be seen as favourable to the organisation to uphold their standards as well as being Competent Adviser Status with an up‑to‑date Statement of Professional Standing.
Just as importantly, you must have a proven track record in giving quality wealth management advice to private clients with long‑standing relationships throughout your career as a Financial Planner.
This is a premium role, with an excellent client bank offering with high net worth professionals.
An employed‑only model with excellent earning potential is available alongside a superb benefits package.
Location: Christchurch, Dorset | Salary: £65,000 – £120,000 per annum | Job type: Permanent | Posted: 05/10/2020
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