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Financial Planner

Posted 19 January by Heat Recruitment Easy Apply Featured Ended

The Client

This is a highly reputable IFA practice that offers holistic financial planning and discretionary fund management services to HNW clientele across the UK.

Advising on Investments, Pensions and Retirement Planning this practice has experienced consistent business growth over the last couple of years and has enjoyed high client retention.

The Opportunity

Due to business growth this practice is looking to welcome an experienced Financial Planner to the team. You will benefit from full back office support, exam support and future progression opportunities as well as inheritance of a client bank from day one.

What’s needed for me to be considered?

  • Hold Level 4 Diploma in financial Advice
  • Hold a current valid statement of professional standing
  • Previous experience of providing financial advice to HNW private clients

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms

Independent Financial Adviser, Financial Adviser, Financial Planner, Chartered Financial Planner, Chartered Adviser, Wealth Manager, Chartered Wealth Manager, Investment Manager, Financial Planning Manager, Financial Planner, Adviser, IFA, Employed Adviser, Self-employed Adviser,

Reference: 33954536

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