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Chartered Financial Planner

Chartered Financial Planner

Posted 23 April by Resource Matters Easy Apply Ended

Our client are a firm of chartered financial planners and due to expansion seek a further adviser. They are a whole of market / IFA firm and are directly authorised

Level 6 chartered or working towards the exam, the candidate will also be client centric with a holistic financial planning mentality.

The firm have good client generation methods and the candidate would be encouraged to adopt a hunter mentality to support these internal initiatives. Any existing client relations that can be brought would be an advantage but not essential

The cultural of the firm is very much around client services and a higher (negotiable) basic salary is preferred to ensure the focus is on the client and not bonus/ fee’s.

In summary, candidates need to be level 4 diploma and working towards or attained level 6, have no compliance issues and be CAS and customer centric. In return a negotiable employed package will be discussed

Required skills

  • Holistic
  • Independent Financial Advice
  • chartered financial planner

Reference: 32339907

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