Employed Financial Planner - Existing client base

Posted 20 March by Fram Search Easy Apply

We are working with a growing independent financial planning firm, who are keen to appoint a financial planner to work with an existing client base in the MK area. The firm advises a wide range of clients and the role will be based at home and on the road, and would suit an experienced financial planner who has pensions experience and is a strong adviser, but who doesn’t have a client base of their own. The firm is committed to ongoing training and development of their staff, has strong admin support, and doesn’t require individuals to bring clients. They also have a competitive pay structure. It is an employed role and therefore it comes with the structure of working for an established firm.

The role will involve working with clients on a wide range of financial planning needs from pensions and investments to protection. They are an independent firm and are committed to providing high quality whole of market advice to clients. Whilst the role involves travel, most of this will be in the MK area and day travel.

We are very keen to speak to applicants, who are RDR level 4 (ideally more qualified), who live in the MK area and have experience working with pensions and investments. It is a good firm to develop a career with and also ideal for an adviser who doesn’t have a client base. Please contact us in the strictest of confidence.

Reference: 34420931

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