Financial Planner

About the company

We are pleased to be working with a regional chartered financial planners which, due to expansion, currently requires an Independent Financial Advisor / Financial Planner to provide expert advice to their existing portfolio of HNW and Corporate clients.

Your tasks

The successful candidate will ideally be an experienced and independent Financial Planner (IFA) used to dealing with a range of clients. We seek a candidate who is atleast Level 4 / Diploma qualified and who has strong technical knowledge to include investment and pensions.

Requirements

This role will be supported by our clients team of experienced and motivated Paraplanners / Administration staff who will be amongst other duties be responsible for report writing.

What we offer

In return our client is looking to offer a competitive basic salary of £60-75k as well as an excellent benefits and bonus package.