Current Vacancies

• Financial Planning Manager

  consultant: James Rendell reference: JR-7048 Location: Trowbridge, Wiltshire
  Salary: £50000 per Annum Contract: Permanent

  Position: Senior Financial Planner
  Location: Wiltshire
  Salary: £50,000

  We are excited to offer an opportunity with a leading Financial Services organisation that prides itself on providing holistic bespoke to its clients. Our client is a well respected and well known independent provider of a wide range of products and services including tax, financial advisory and investment management
  This first class highly reputable organisation are looking to recruit an experienced Diploma qualified Financial Planner

  If you are looking to develop a long term career within an organisation that trusts, respects and empowers their employees this is an enviable and highly sought after opportunity

  Duties:

  Develop and build relationships with your HNW Clients whilst advising them on complex products including wealth structuring, retirement planning and banking services
  Give compliant financial plans for individuals, using knowledge of tax and investment strategies, protection plans and retirement structures
  Develop new business opportunities from your existing Clients, introducers and referrals

  Skills:

  Expert knowledge of pensions and investments with an excellent understanding of the industry
  An established Financial Planning history with a successful track record in working with HNW Clients and professionals
  Experience in providing a fully holistic advice to clients with excellent people skills
  Background in Wealth Management

  Qualifications:

  Full Financial Planning Certificate (or equivalent) is essential
  At least AFPC qualified (or equivalent) is essential
  Achieved Chartered/Certified Planner status (or close to achieving)
  At least 5 years' experience giving advice

  Benefits:

  Paraplanner and Admin Support
  Back Office Departments
  Introducer Network
  Referrals

  Add to Folderreference: JR-7048