Employed Financial Planner

Posted 5 January by Ortus Psr
Easy Apply Featured

Register and upload your CV to apply with just one click

Employed Financial Planner

Location: London

Salary: £30,000 - £60,000 + OTE

In collaboration with a well established, impressive Independent Financial Advisory practice, I am looking to speak with Financial Planners looking for a new challenge within a friendly and professional outfit.

The firm in question are looking to add an Independent Financial Adviser to the team, to take on new and existing clients and ensure they are serviced to a high level of care and detail.

Main duties;

Conduct meetings with existing and new clients, either office-based or in the clients' home/business.
Ensure you help clients understand their options, in order to help them achieve their financial goals
Analyse all information and prepare a plan that is designed to individual clients'

To be considered for this role, ideally you will hold:

A strong track record of providing financial advice
Competent Adviser Status
Exceptional client service skills, with a genuine interest in helping clients achieve their goals

If you like the sound of this role, please apply and one of our specialist recruiters will be in touch to discuss the details through with you.

Reference: 43428568

Bank or payment details should never be provided when applying for a job. For information on how to stay safe in your job search, visit SAFERjobs.

Report this job