Chartered Financial Planner

Posted 4 October by Heat Recruitment
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The Client

Our Client is a multi-award winning Financial Planning practice with offices nationwide. They specialise in providing tailored financial advice to private clients across the UK as well as some of it’s largest businesses.

The Opportunity

An opportunity has arisen for an experienced Financial Adviser to join a growing business. You will receive a client bank and be tasked with generating leads through a Private Bank with which the business has a professional relationship, within the following locations - Nottingham, Derby, Leicester and Northampton plus at least 6 retail branches in the Midlands.

In the first 3 years you will be able to earn commission having validated your salary twice over and a £4000 car allowance will be provided.

What’s needed for me to be considered?

Ideally Chartered or working towards

Ideally you will have Banking and IFA experience

Proven experience of writing good levels of business

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms: Financial Planner, IFA, Independent Financial Adviser, Private Banker, Relationship Manager

Reference: 34488805

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