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Employed Financial Planner

  • Shortlist
Location Waterlooville , Hampshire
Sector Financial Services
Salary £30,000 - £40,000 Per Annum
Type Permanent
Consultant Dan Gratton
Ref 66312

My client are a fantastic Financial Services firm with a beautiful south coast location who focus on providing a high quality financial planning and investment management service to a high net-worth client base, looking for a financial planner to look after their South Coast  based clients. They are a highly respected and fast growing company with an excellent reputation in the industry.


This is a great opportunity for an experienced financial planner to take a significant leap forward in your earning potentials, facilitated by very attractive income structure. You will be provided with leads, as well as sales and marketing support to maximise effective selling time. They are able to offer a flexible package to match your requirements in order to achieve your financial goals


Qualified to level 4 diploma as a minimum and working towards chartered status. 
Previous experience within the IFA practices and giving financial advise
FCA understanding of regulations and products, and their practical application
Effective communication, both written and verbal


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.      

Job Synonyms:            

Paraplanner, Chartered technical support, Chartered Paraplanner, para-planner, financial planning technician, IFA support, private client paraplanner, Adviser, Advisor, IFA, Client Bank