Our client is a successful and innovative financial planning firm who offer bespoke whole of market financial and investment advice to private and corporate clients. Their clientele is expanding and have the need to grow. They are seeking a couple of experienced home based financial planners to join their team in the South Wales. This role is to predominantly service clients who have £250k + investable assets on all aspects of financial advice such as investments, pensions, protection and inheritance tax planning.
What is on offer?
• Salary of £50-100k
• Client bank to work with
• 3* validation before bonus- 33% above validation
• Central London office with a full supplement of back office staff
• Car, Laptop and phone
• 4* DIS
• 4 * Critical Illness
• PHI/ PMI
• 25 days holiday and an additional day up to 30
To be considered for this role you would be a Chartered Financial Planner on course to achieve it. Have a minimum of 5 years’ experience advising to HNW clients. As well as the required qualifications, you will have a good understanding of the industry and have the motivation to manage your own diary. The home based role will be based in the South Wales locality.
If this is something that could be of interest then please do apply or get in contact with Ryan Bartlett 01179-170-410. Quote reference 12020