Chartered Financial Planner

Posted 25 April by Heat Recruitment Easy Apply Featured

My client is an award winning, well-respected 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.

They have multiple offices and are a very well-established business that are 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 an experienced 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 and the possible progression to Director Status.

Due to the ongoing expansion, the successful advisor will be given a strong client bank that is generated north of 200k in recurring income and tasked with servicing this and building on this as the outgoing advisor retires.

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 be diploma qualified
  • Currently an established Advisor with CAS status
  • Excellent sales and presentation skills
  • Excellent telephone manner and client facing skills
  • Driven and motivated to achieve targets
  • Track record or producing good levels of business within an IFA environment.

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

Required skills

  • Advisor
  • CAS
  • Chartered
  • Financial Planning
  • Planner

Reference: 34994010

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