Opportunitytojoinagrowingfirmdedicatedtohelpingclientsaccumulatelife,notjustwealth,asaFinancialPlanner,asthefirmcontinuestoexpandtheirteam.Awarmandwelcomingcompany,fosteringaharmonious,approachable,andeasy-goingenvironment.
OutlineoftheRole
* Takeonexistingreviewclientsandmaintainclientrelationships as the sole advisor
* Workwithadedicatedteamforclientsupport- Paraplanner and Administrator
* Offersupportandguidanceininvestmentplanning,pensionandinsurance.
FinancialPlannerRequirements:
* Qualifiedtolevel4CIIRegulatedDiplomainFinancialPlanning
* IdeallyCharteredStatusorprogressingtowardsCharteredstatusandhaveagoodunderstandingoffinancialadviceregulations
* OfficebasedinDevon
* Minimum3yearsexperienceinaFinancialAdvicebusinesswithexceptionalorganisationalandplanningskills
* Excellentwrittenandverbalcommunication,numeracyskills,andaproactive,innovativemindset
* Experienceinthefinancialadviceprocessandapassionforcollaborationandinteractionwithothers
Benefits
* Annualsalarydependentonexperienceandcharteredstatus
* PensionandPMI
* Freeparking
* 25daysholidayplusBankHolidays.
* Fullbackofficesupport
JBRP1_UKTJ