Employed Financial Planner

  • Shortlist
Location EXETER , Devon
Sector Financial Services
Salary £20,000 - £55,000 Per Annum
Type Permanent
Consultant Dan Gratton
Ref 55674
 

Our Client is a bespoke independent Financial Planners, who are looking to bring in new talent. Our client is now looking to expand by adding a new member to the Financial Planning team. Our clients main focus is on providing bespoke advice to High Net Worth clients.

The Opportunity

The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help provide advice to the clients generated through the firms lead source. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an existing IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment. 

What’s needed for me to be considered?

  • Hold previous experience within an IFA / Financial Planning Practice 
  • Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
  • Previous experience dealing with High Net Worth Clients desirable but not essential
  • A strong understanding of Pensions and Investment products advantageous  

What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

 Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.