Our client, a well-established and reputable Chartered Wealth Manager now requires a proven Financial Planner who has a track record in giving pensions and investment advice to private clients.
This is a professional, respected organisation, providing financial advice in a holistic and ethical way, something the company has always prided itself on since its conception.
You will benefit from working in a directly authorised, whole of market environment where your advice is un-tied, always putting the client first.
The business benefits from state of the art back office systems alongside Level 4/Diploma qualified Paraplanners who will support you in the advice process and recommending suitable products. You will never be held back by administration as the support staff are there to assist giving you more time to be with your clients.
Interestingly and excitingly the business is offering a full client bank, not orphans or leads to chase but clients that are already engrained in to the business. You will be expected to service and develop your own relationships with these clients giving best advice on their pensions and investment requirements. New business streams and referrals will also be passed to you to follow up whilst your servicing the existing client bank so this role will see you writing and charging new business fee’s very quickly indeed.
Due to complex nature of the financial planning that’s undertaken within the group and the calibre of clients available the business will require you to be studying towards Chartered Status to uphold their impeccable standards within Wealth Management.
If you are looking to benefit from a supportive and encouraging culture within beautiful offices, then look no further than this organisation.
Our client is looking to offer an extremely high basic of £70K with earning in excess of £100K due to the nature and quality of the role.
Please apply for an immediate response.
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