Financial Planner - Leicester

Posted 23 January by Additional Resources Ltd Ending soon
Financial Planner - Leicester

Salary: £35,000 to £45,000 plus Excellent Benefits

Key words: Financial Services, IFA, Financial Planner, Financial Planning, Financial advice, wealth manager, pension scheme manager, Discretionary management of investments, investment manager.

The Company

This is an exciting opportunity to work for a leading UK firm of Pension Scheme Specialists and Wealth Managers.

The Role

The firm is looking to expand and develop its Financial Planning team by recruiting exceptional, fully qualified Financial Planners with at least 5 years` experience of advising high net worth clients and a proven track record of acquiring and developing new business.

This role will provide a high quality financial planning advisory service to both existing and prospective clients. In addition, you will be expected to explore and progress business development initiatives to acquire new clients.

As an authorised individual you will be qualified to provide comprehensive financial planning advice and be able to demonstrate a strong involvement in the SIPP and SSAS market place as well as a sound understanding of discretionary management of Investments.

Key knowledge, skills and experience required

Fully qualified Financial Planners with at least 5 years` experience of advising high net worth clients and a proven track record of acquiring and developing new business.

Diploma in Financial Planning or equivalent and ideally having achieved Chartered Status, or be able to demonstrate significant evidence of progress towards Chartered status as a minimum.

What you get in Return

Remuneration and benefits subject to qualifications, experience and proven business development record

Bonus scheme

Car allowance

Mobile Phone and laptop

2 x salary life assurance

Private Medical Insurance

Pension - 5% employer contribution with incremental progression in recognition of long service. Personal contribution not compulsory

24 days` holiday, increasing incrementally in recognition of service, plus statutory holidays

Childcare assistance programme

Free onsite parking

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Required skills

  • Financial Services
  • IFA
  • Financial Planner

Reference: 34296332

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