Role
We have been appointed by an established wealth planning business who are part of a wider professional services company. They are currently seeking an experienced Financial Planner to join them to take over existing clients from the Head of Financial Planning. Our client is well recognised in the local area and as such obtain client enquires and referrals in abundance giving the ability to develop business easily. The focus of the role however is to manage your clients effectively and help the Head of Financial Planning achieve the over team target. You will be rewarded well for this. Admin and paraplanning support will be provided.
Requirements
To be considered for this role you will have or must be:
* 3 years plus experienced providing holistic financial planning services
* Good with clients providing a professional service
* Be at least Level 4 qualified, ideally chartered or working on becoming chartered
Ideally, you will also be used to dealing with HNW clients and used to providing financial planning on various advice subjects/areas
Why join?
This is a fantastic opportunity to join a highly credible, local financial planning company to take over existing clients where there is no hard expectation to bring in new business. My client is simply seeking a professional and experienced Financial Planner to support them with existing clients providing them with quality service. New clients will either be referred through internally from the business or existing clients. My client is looking to pay an attractive basic salary, bonus based on performance and company benefits.
What next?
If you are interested in finding out more and you have the relevant skills and experience, please apply and/or get in touch!