Employed Financial Planner

  • Shortlist
Location Hartley Wintey
Salary £35,000 - £55,000 Per Annum
Type Permanent
Consultant Dan Gratton
Ref 49162

My client is a holistic and well respected and Chartered IFA practice that seeks to build a long term, trusting relationship with their clients by providing their financial planning services to their clientele both at the outset and as an ongoing service. They have a fantastic Hampshire Based office. 

They embrace the use of new technology and have a well-qualified support team assisting the IFA’s to make the best decisions for their clients.

They provide tailored financial planning advice and really go the extra mile to provide a personalised service, where their ethos is much more about quality over quantity. Priding themselves on their highly technical approach, the client has built up a strong reputation in central London and due to this, are expanding and developing at a rapid rate. 

The Opportunity

This is a fantastic position for an experienced Adviser to join a growing firm that can offer genuine career development by allowing you to be a key part in the firms ongoing successes.

The Successful candidate will ideally be able to bring a small bank of clients or lead source with them, however this is not a necessity. The firm specialise in High Net Worth Clients and do provide some leads although would expect the successful candidate to be able to network and hunt for business. 

What’s needed for me to be considered?

  • Qualified with 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
  • Have a professional, proactive and positive attitude

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:            

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