Financial Planner

Posted 19 April by Synchronicity Group
Easy Apply
£40,000 - £60,000 per annum
Liverpool , Merseyside
Permanent, full-time
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Posted by Synchronicity Group

An award winning, Chartered Financial Planning firm is looking to expand their business by appointing 1-2 Associate Financial Planners, to take over an existing client bank and grow this further with new business enquiries and prospective clients from your own network.

This is a fantastic opportunity to join an entreprenurial and boutique firm as they grow, with excellent progression and earning potential.

You will have at least 3 years industry experience, have the Level 4 Diploma and be close to achieving Chartered status. Ideally you will have experience of advising clients and have CAS already, although Chartered Paraplanners looking to step up into an Advisor role will also be considered.

Salary is up to £60k depending on experience and qualifications, plus an excellent bonus scheme and additional benefits including working from home flexibility.

Required skills

  • Chartered
  • Financial Planning
  • Financial Planners
  • Independent Financial Advice

Reference: 52505304

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