Financial Planner

Posted 22 October by Synchronicity Group
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I am currently working with a leading and very successful IFA based just outside of St. Albans. They are looking to recruit someone for their Financial Planning team to take on an existing portfolio of clients to manage alongside helping with the number of leads and referrals they are getting through from company growth. The clients you will be managing will be varied including people at retirement to company owners and directors. They work heavily marketing and have a few lead generation set-ups to build business.

For the right person, my client would look to pay an attractive salary, company benefits, and an extremely competitive bonus structure earning up to 25% new fees.

This role could be for an experienced Adviser looking to earn well with a reputable and successful firm or for a more Junior Adviser looking to develop their career and progress. The ideal candidate will be Chartered or working towards, dynamic and personable.

To apply for this position please send through your CV or to find out more please get in touch.

Required skills

  • Financial Planning
  • Holistic Financial Planning
  • Personal Financial Planning
  • ifa

Reference: 41226284

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