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Financial Planner - Client portfolio in place

Posted 31 January by Exchange Street Financial Services Easy Apply Ended

Our client is an established Chartered Financial Planning practice with a strong reputation in the region. Due to expansion plans they are seeking an additional adviser to assist a director in the growth of one of their offices.

As a financial planner the successful applicant will be responsible for managing an existing client base of 50 individuals and developing that portfolio through referrals, networking and professional connections. Alongside being a capable adviser it is therefore that any applicant has a strong pedigree in terms of new business development. With this in mind it is expected that candidates will be from an IFA/financial planning background although exceptional advisers from banks will be considered.

As befitting the status of the firm applications from Chartered Financial Planners are particularly sought but those without this status will also be considered. That said it is anticipated that the adviser will have ambitions to become Chartered and the company will provide full support with this.

On offer is the opportunity to work for a high calibre Chartered practice and be an integral member of the office. They offer good packages and the opportunity to earn in excess of £65,000 - £70,000 per annum. Advisers are supported by a management team, paraplanners and administrators, enabling them to focus their attention on their clients.

Required skills

  • Financial Planning
  • Financial Planners

Reference: 30746948

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