Chartered Financial Planner
other jobs tPS Recruitment
Added before 1 Days
- England,South West,Somerset
- Full Time, Permanent
- £60,000 - £80,000 per annum, OTE
Job Description:
*Financial Planner / Advisor Minehead
*Existing client bank and support to grow the client bank
*Chartered Status or working towards
Opportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team. A warm and welcoming company, fostering a harmonious, approachable, and easy-going environment.
Outline of the Role
*Take on existing review clients and maintain client relationships as the sole advisor
*Work with a dedicated team for client support- Paraplanner and Administrator
*Offer support and guidance in investment planning, pension and insurance.
Financial Planner Requirements:
*Qualified to level 4 CII Regulated Diploma in Financial Planning
*Ideally Chartered Status or progressing towards Chartered status and have a good understanding of financial advice regulations
*Office based in Devon
*Minimum 3 years experience in a Financial Advice business with exceptional organisational and planning skills
*Excellent written and verbal communication, numeracy skills, and a proactive, innovative mindset
*Experience in the financial advice process and a passion for collaboration and interaction with others
Benefits
*Annual salary dependent on experience and chartered status
*Pension and PMI
*Free parking
*25 days holiday plus Bank Holidays.
*Full back office support
*Existing client bank and support to grow the client bank
*Chartered Status or working towards
Opportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team. A warm and welcoming company, fostering a harmonious, approachable, and easy-going environment.
Outline of the Role
*Take on existing review clients and maintain client relationships as the sole advisor
*Work with a dedicated team for client support- Paraplanner and Administrator
*Offer support and guidance in investment planning, pension and insurance.
Financial Planner Requirements:
*Qualified to level 4 CII Regulated Diploma in Financial Planning
*Ideally Chartered Status or progressing towards Chartered status and have a good understanding of financial advice regulations
*Office based in Devon
*Minimum 3 years experience in a Financial Advice business with exceptional organisational and planning skills
*Excellent written and verbal communication, numeracy skills, and a proactive, innovative mindset
*Experience in the financial advice process and a passion for collaboration and interaction with others
Benefits
*Annual salary dependent on experience and chartered status
*Pension and PMI
*Free parking
*25 days holiday plus Bank Holidays.
*Full back office support
Job number 3389483
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