Financial Planner

Due to continued growth and success within the Wealth Management and Financial Planning market, our client is looking to recruit a number of proactive and dedication Financial Consultants to join their team in Cheshire.

Working from a bank of existing clients, your role will be to assess their current situation and to identify and advise on the full range of financial products. You will be office based, providing telephone based advice. You will provide holistic planning solution, aiming to increase the client value through thorough analysis and advice on the areas of need.

Working as part of a team, your role will be to maximise revenue performance from your portfolio whilst providing a professional and compliant service.

The successful candidates will have a proven record within Regulated Financial Planning and have successfully passed the industry qualifications. You will have strong Investment, Pension and Protection knowledge allied to excellent verbal communication skills.

This is an excellent opportunity for an IFA or Tied Advisor seeking a rewarding role where quality leads are available. In return, you will receive an excellent package designed to reward and retain top performers.

Financial Advice, IFA, Financial Planning, Bancassurance, Pensions, Investments, Consultant, Wealth Management, Financial Advisor