Overview
Divisional Director, Financial Services at Synchronicity Group - Recruitment & Executive Search
Synchronicity Financial Services are currently recruiting for an experienced Financial Planner in Exeter for our independent financial planning client.
This is a great opportunity to take over an existing client back from a senior, experienced Financial Adviser and grow this further through BD and referrals, as well as internal relationships. You will enjoy full paraplanning and admin support and a hybrid working environment.
Our client is looking for experienced financial planners, with at least 5 years Advice experience. Ideally you will be Chartered or very close to Chartered status.
The salary offered is negotiable depending on experience and there is a competitive bonus scheme on top as well as other benefits.
Details
* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job function: Sales, Finance, and Other
* Industries: Financial Services, Investment Management, and Investment Advice
Responsibilities
* Take over an existing client base from a senior/experienced Financial Adviser and grow the client base through business development, referrals, and internal relationships.
* Provide paraplanning and administrative support.
* Operate in a hybrid working environment.
Qualifications
* At least 5 years of Advice experience as a Financial Planner.
* Chartered status or close to Chartered status preferred.
Benefits
* Salary negotiable depending on experience.
* Competitive bonus scheme and other benefits.
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