Posted 22 March by Recruitment Connection Easy Apply


Sussex or Kent based.

£40,000 OTE £80,000 + benefits inc pension

My client is an award winning chartered financial planners providing award winning holistic financial planning and discretionary fund management.

They are seeking an experienced financial planner to join their successful team and manage an existing client bank. There is well established back office support which will enable you to maximize your time spent with clients.

You must have:

  • A thorough understanding of wealth management practices and processes and the ability to communicate them clearly and effectively.
  • Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions.
  • A passion for doing things well, with accuracy, detail and great presentation.
  • Professional, positive, energetic, supportive and friendly. A strong team player.
  • High level of integrity, work ethic and self-motivation.

The company offer a superb centralised investment proposition with award winning platform, secure client web portal and cutting edge technology.

Ref 4646

Required skills

  • Financial Planning
  • Holistic Financial Planning

Reference: 34683340

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job