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IFA Financial Planner - Colchester To £60k Basic + Package

IFA Financial Planner - Colchester To £60k Basic + Package

Posted 5 June by Coast Specialist Recruitment
Easy Apply Ended

Coast Recruitment are delighted to have been exclusively appointed by a Chartered Financial Planning firm in the search for a Financial Planner, based out of new offices in Colchester.

Due to retirement, we have a truly exciting and extremely rare opportunity to join a growing team, on a senior, salaried basis with a client bank provided.

Our client is a genuinely Independent, chartered and professional organisation with a fantastic industry reputation. They foster an encouraging and positive culture that enables the progression of its staff and in turn they enjoy sustained levels of growth and healthy financial performance, they are on their way to doubling in size.

Main responsibilities

The aim of this role is to provide first class long term financial planning services to ensure clients’ needs are satisfied compliantly and efficiently, and to maximise new business opportunities retaining the Group’s growing client base.

You will be provided with full paraplanning and administration support from an office-based team, allowing you to focus on delivering exceptional service to our clients.

Qualifications, skills and experience

You must have at least three years’ experience working as a Financial Planner and you will have a proven track record providing high levels of service and advice. Ideally you will hold CII Chartered status, however we will consider Financial Planners who are close to achieving this status, because our client pride themselves on their training and development support.

You will be given full study support as well as a very rewarding and prosperous career.

Basic salary up to £60,000 depending on experience, qualifications and track record.

For further information, please get in touch with Jodie at Coast Recruitment, Hadleigh Branch

Required skills

  • Wealth Management
  • ifa
  • level 4
  • pension
  • sums

Reference: 38143796

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