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Financial Planner

Posted 20 April by Heat Recruitment Featured Ended

Job Title: Financial Planner

Location: Portsmouth

Salary: £40,000 + Bonus

The Client:

My client is an award winning, highly regarded IFA practice that seeks to build a long term, trusting relationship with their clients by providing a vast range of products and services in order to find a tailored solution for each case.

They have multiple offices and are a very well-established business that are expanding quickly and they pride themselves on their professionalism and the quality of the service that they provide.

The Opportunity

This is a fantastic position for an experienced Financial Advisor or senior paraplanner looking to take the leap into an advisory role to join a growing firm that can offer genuine career development by offering such a broad proposition of technical advice as well as offering exam and study support for candidates looking to further their technical knowledge and qualifications.

This is an opportunity to join a new venture for a well established firm that will nurture and develop the successful candidate.

You will have a qualified and experienced administration team to assist you and will be provided with:

Provided with a large number of high quality leads

a competitive employed salary and strong benefits being provided by a well-established firm.

What’s needed for me to be considered?

  • You will be diploma qualified
  • Excellent telephone manner
  • Driven and motivated to achieve targets
  • Track record of meeting targets and developing within a role

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:

IFA, Financial Advisor, Financial Adviser, Independent Financial Planner, Financial Planning Manager, Private Client Advisor

Reference: 34378570

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