Financial Planner - Chartered practice

Posted 5 days ago by Exchange Street Financial Services Easy Apply

Sometimes roles just sell themselves. And this is one of those occasions.

This company has a sizeable, high quality client portfolio to pass on, the ongoing advice fees of which will broadly take care of the yearly validation target. So if you want to earn six-figures, then you can.

It is a Chartered practice; so you will work to the highest possible standards and be constantly pushed. Because that’s what the best people want.

They have sizeable and highly experienced administration and paraplanning teams, meaning that your time as an adviser can be utilised in front of clients. This enables you to write more business, earn more and spend more time on exams. And your private life.

The business has lovely offices. With free parking. And welcoming, talented and passionate employees. We know, because we’ve met them.

They even close over Christmas so that you can spend more time with your loved ones.

We have lots more information on this opportunity so do get in touch.

Required skills

  • Financial Planning
  • Cashflow Analysis

Reference: 33093700

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