Employed Financial Planner

Heat Recruitment
30000.00 - 65000.00 GBP Annual
21 Jun 2019
05 Jul 2019
Contract Type

Our Client is a National Financial Planning firm with advisors and offices based all around the UK, who are looking to bring in new talent. Due to an extremely fruitful period of business, our client is now looking to expand by adding new members to the Financial Planning team in various locations. Our clients main focus is on providing bespoke advice to all tiers of client yet specialising in catering to both High & Ultra High Net Worth clients, through investment advice and bespoke retirement and cash flow planning.

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 fruitful 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. In this role, as mentioned, you will have the chance to work with a number of the firms existing Clients, with all your leads provided via referrals and professional introducers, in addition to orphan client banks with a highly rewarding Salary and Benefits package

What's needed for me to be considered?

  • Hold previous experience within an IFA / Financial Planning Practice (Ideally a minimum of 3 years +)
  • 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 wealth of pension/retirement planning experience.
  • 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 GBP200 in vouchers if we assist them in securing a new career.

Job Synonyms:

Financial Planner, Financial Adviser, Financial Advisor, IFA, Independent Financial Planner, Independent Financial Adviser, Wealth Manager, Wealth Planner