Financial Planner

Posted 25 May by James Phillip Financial Recruitment Featured

We have an exciting opportunity for a Financial Planner based in South Wales to join a

growing advisory team.

Our client provides financial advice and service through, their Chartered Independent

Financial Planning company. It is one of the very few genuinely Independent, Chartered, Pension

Transfer Specialist, financial planning firms in the UK.

They aim to deliver the most professional, technically competent, independent advice and service to

their clients. They want to be seen as a leader in the financial planning sector, to help change the

standing of financial planning to be recognised as a genuine profession and to ensure they, and the

profession, contributes positively to the sector and clients.

Due to a number of acquisitions, combined with continued growth, they are looking to expand into South Wales and for an experienced adviser to join them.

This is a unique opportunity to become a member of their team, they are looking to speak with individuals that hold CAS and a current SPS and are on their way to achieving or have achieved chartered status.

You will be responsible for developing new business and managing existing client relationships within south wales.

Salary from 50K depending upon experience and qualifications full benefits package and bonus

For further details contact Gareth

All applications are in the strictest confidence

Required skills

  • Adviser
  • CAS
  • Chartered
  • Financial Advice
  • Financial Planning

Application question

Are you an experienced financial planner?

Reference: 34226045

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