Chartered Financial Planner

Posted 12 April by Heat Recruitment Easy Apply Featured

Title: Chartered Financial Planner

Salary: £40,000 to £60,000 + Bonus + Benefits

Location: Liverpool

The Client:

My client is an award-winning, Chartered Top 100 IFA practice that seeks to build a long-term, trusting relationship with their clients by providing a vast range of products and services in order to find a tailored solution for each case. Living up to the company mantra which is 'To be the best they can be in everything they do'

The firm currently manages over £210 Million FUM and are a very well-established business that is expanding quickly and they pride themselves on their professionalism and the quality of the service that they provide.

The Opportunity

This is a fantastic position for a Chartered Financial Advisor to join a growing firm that can offer genuine career development by offering such a broad proposition of technical advice as well as offering exam and study support for candidates looking to further their technical knowledge and qualifications.

Due to the continued development of the practice, there is now the opportunity for a new Advisor to take on a substantial proportion of the current £210 Million under management, as the current Directors look to transition their existing Clients across.

You will have a qualified and experienced paraplanning team to assist you and will be provided with

a competitive employed salary and strong benefits being provided by a well-established firm.

What’s needed for me to be considered?

  • You will have obtained the Chartered level of qualification
  • Currently an established Advisor with CAS status
  • Excellent sales and presentation skills
  • Excellent telephone manner and client facing skills
  • Driven and motivated putting the Client at the heart of everything they do
  • Comfortable dealing with HNW & UNHW Client base.

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:

IFA, Financial Advisor, Financial Adviser, Independent Financial Planner, Financial Planning Manager, Private Client Advisor

Reference: 34517609

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