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Financial Planner - Guildford

Posted 4 January by JohnstonGreer Ltd Ended

Financial Planner

£44,000 to £50,000 plus bonus and benefits (OTE £70,000)

Financial Planner required by this national wealth management firm that provides individual advice to HNW Niche Market Clients. The company is very well established in their market and has built a solid relationship with their clients.

You will deliver advice across the full spectrum of Financial Planning including Investments, IHT, Tax and Retirement, operating from home. You will book your appointments and arrange group client meetings from the client base that will be provided. You will also have full contact centre support to aid in appointment making.

Candidates will be experienced Advisors within the wealth sector with minimum Level 4 qualifications and preferably with advancement towards Level 6. You will be technically aware with excellent presentation skills and an advice led mindset.

Our client will also consider mortgage and protection advisors who have the level 4 diploma and looking to advance into the financial advisor role and non-competent advisor status also.

JohnstonGreer is a recruitment agency that specialises in the Actuarial, Life & Pension and Investment sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.

Required skills

  • Financial Advice
  • Financial Planning
  • Investments
  • Pensions
  • Protection

Reference: 33782189

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