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Chartered Financial Planners

Posted 19 December 2017 by Exchange Street Financial Services Ended

We are currently looking to recruit senior independent financial advisers to work with one of the most professional and progressive practices in the UK market. Established with a commitment to offering genuinely high net worth clients a truly consultative service to encompass all of their financial needs, this forward thinking organisation has continued to build on its success by recruiting quality individuals throughout their branch network.

The role is fully supported by both paraplanners and technically competent administrators, allowing the incumbent the opportunity to focus most of their time in a relationship management or advisory capacity. However any applicant will need to have their own client portfolio. Whilst the practice will assist each adviser to fulfil their potential they are unable to commit to providing additional leads/clients at present.

Given the Chartered status of the firm they will only consider individuals who have extensive experience with high net worth clients and either be or close to being Chartered. In return, remuneration consists of an attractive salary package and a generous bonus structure.

Required skills

  • Financial Planning
  • Certified Financial Planner

Reference: 25011565

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