Financial Planner
other jobs Switch Recruitment
Added before 2 Days
- England,Yorkshire and The Humber,West Yorkshire
- Full Time, Permanent
- £50,000 - £60,000 per annum
Job Description:
We are pleased to be working with a rapidly expanding regional financial planning firm who currently require a Financial Planner / Independent Financial Advisor to join their team to provide expert advice to their existing portfolio of HNW and Corporate clients.
Responsibilities:
*Maintaining and developing an existing portfolio of clients providing high quality advice
*Offering holistic financial planning across wealth management, family protection, tax and retirement planning and property finance.
*Working with partnership firms, including an accountancy practice, regarding client introductions
Experience:
*Candidates need to be qualified to Level 4 / Diploma / DipPFS
*You will have proven experience of providing independent holistic financial planning.
*Excellent presentation, verbal and written communication skills are essential.
*Strong technical knowledge of the financial planning process
In return, candidates can expect to receive a competitive basic salary, bonus and benefits.
Responsibilities:
*Maintaining and developing an existing portfolio of clients providing high quality advice
*Offering holistic financial planning across wealth management, family protection, tax and retirement planning and property finance.
*Working with partnership firms, including an accountancy practice, regarding client introductions
Experience:
*Candidates need to be qualified to Level 4 / Diploma / DipPFS
*You will have proven experience of providing independent holistic financial planning.
*Excellent presentation, verbal and written communication skills are essential.
*Strong technical knowledge of the financial planning process
In return, candidates can expect to receive a competitive basic salary, bonus and benefits.
Job number 3462751
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Company Details:
Switch Recruitment
Founded in 2004, with the simple goal of providing a professional and reputable service to both clients and candidates, Switch Recruitment has establi...