Role
We are working with a large award winning financial planning company to secure an experienced Financial Planner, at a senior level, to join them. The role will be taking over a portfolio of HNW clients whilst proactively growing your client book through various sources including central marketing campaigns and networking in the local region working with professional introducers, and being involved in networking groups. You will be provided with full paraplanning and admin support.
Requirements
To be considered for this role you will have or must be:
* 5 years plus experience providing holistic financial planning services
* Level 4 qualified and on your way to Chartered, if not Chartered already
* Used to dealing with HNW clients with varied advice needs
Why join?
This company has a fantastic reputation of being one of the leading wealth planning organisations in the local region. They have ambitious growth goals for the next 5 years and offer plenty of opportunity and scope for the right people joining at this exciting time. For the right person, our client is looking to offer a fantastic basic salary plus bonuses and benefits.
What next?
If you are interested in finding out more about this exciting and unique opportunity, and you have the relevant skills and experience, please apply and/or get in touch!