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Financial Planner

  • Shortlist
Location Newbury , Berkshire
Sector Financial Services
Salary £40,000 - £70,000 Per Annum
Type Permanent
Consultant Lucy Warman
Ref 69171

An exciting opportunity has arisen for an employed Financial Planner to join a firm in Berkshire. The firm provides leading advice to a diverse range of clients, all looking for the same unique experience. 

The firm is looking for the candidate to show an eagerness to progress and build a fantastic future with them. As a reputable firm, this business prides itself on the high level of advice it offers. Benefits include, exam support, flexi working hours, admin / paraplanner support and bonuses. Call us to go through the full details…

What do you need to be considered?

  • Level 4 Diploma qualified
  • Previous experience within a fast-paced financial planning practice
  • FCA understanding of regulations and products, and their practical application
  • Have a professional, proactive and positive attitude

What's 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. Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career!

Synonyms: financial planner, technical sales support, wealth manager, financial adviser