Employed Financial Planner

  • Shortlist
Location Eastleigh , Hampshire
Sector Financial Services
Salary £30,000 - £45,000 Per Annum
Type Permanent
Consultant Dan Gratton
Ref 47154

My client is a well respected IFA practice that seeks to build a long term, trusting relationship with their clients by providing solid, professional financial planning, from their beautiful south coast offices. 

They provide tailored financial planning advice to both corporate and private individuals and cover a comprehensive range of products and services for their clients to ensure the best possible recommendations are made and pride themselves on the firms work ethic and professionalism.

The Opportunity

This is a fantastic position for an experienced Financial Advisor to join a growing firm that can offer genuine career development by offering such a broad proposition of technical advice as well as offering exam and study support for candidates looking to further their technical knowledge and qualifications.

You will have the option to have a qualified and experienced paraplanning team to assist you and will be provided with leads which are generated from the firm’s ties with local professional connections in addition to potential client banks from retiring advisers.

As well as this, there will be support from the directors in terms of growing your client base and there is an employed salary as well as a tailored bonus structure to go with this.

What’s needed for me to be considered?

  • You will be diploma qualified
  • Currently an established Advisor with CAS status ideally 
  • Excellent sales and presentation skills
  • Excellent telephone manner and client facing skills
  • Driven and motivated to achieve targets
  • Track record or producing good levels of business within an IFA environment.

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 in vouchers if we assist them in securing a new career.

Job Synonyms:            

IFA, Financial Advisor, Financial Adviser, Independent Financial Planner, Financial Planning Manager, Private Client Advisor