Financial Planner
This group of financial specialists offer all aspects of financial planning including taxation, retirement, estate planning and wealth management. Advising over 40,000 clients in 150 countries and currently managing over £600million in investment funds, this firm is continuing to grow. They are now seeking a competent Wealth Financial Planner to be based in new office based in Cheltenham. Providing fully holistic advice on investments, pensions and retirement options, you will manage relationships with mostly HNW retired individuals. There will be a requirement to business develop through networking and referrals, enabling you to maximise your client bank. Professionally qualified, you must be progressing with DipPFS or equivalent with CF30 status. You should be currently working within a professional IFA environment with a proven track record in providing clients with part or wholly fee-based advice. It is necessary for you to have a client following to take with you. The successful individual will have experience in dealing with HNW clients and be technically competent in all areas of Financial Planning. Salary will be based up to £45,000 plus an excellent bonus and benefits package. Earnings for year one will be in excess of £70,000. |
