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
TPBN1_UKTJ