Minimum Requirements: Level 4 Diploma | CAS Status
Our client is currently looking for a Financial Planner to join the team and work with and grow an existing portfolio of clients.
The role will be a mixture of managing the existing clients and growing the portfolio. The individual should be proactive as well as able to service existing clients.
What you will receive:
- Salary basic dependent upon experience
- Quarterly servicing bonus + commission for any new business generated
- Full back-office support
- Existing client portfolio
Skills and experience required:
- Experience of providing holistic financial advice to HNW clients
WHAT YOU’LL NEED TO SUCCEED:
- Diploma Level 4 Qualified UK Financial Adviser
- Minimum of two years’ experience as a Financial Adviser
- CAS signed off
- Experience of advising clients on Investments, Pension and Protection
- Proven track record of success and achievement
- Hungry, driven and motivated individual
If you are happy to apply for this position, please click on the apply button and attach a copy of your CV.