Financial Planner - Could consider Client facing Paraplanner
other jobs Resource Matters
Added before 3 Days
- England,South West,Somerset
- full-time
- £50,000 - £60,000 per annum
Job Description:
Basic Up to £60k + Package + Paraplanning + Clients & Lead Generation
The company would consider a Technical Advisor or Client facing Paraplanner
Resource Matters have been retained by this well known Accountancy firm to recruit a Financial Planner for their Wealth Division. Due to considerable growth and expansion plans this large Accountancy firm are looking to recruit a Financial Planner to help develop the business in the local region. You will provide full financial planning advice to business owners and private clients including running pensions clinics & promoting financial education.
The Financial Planner role comes with full client support, full admin & Paraplanning support and it’s a superb opportunity to develop your career.
Your Qualifications for the Financial Planning role:
*Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
*Genuine desire to provide a high standard of advice and service to clients
*You are articulate with excellent communication skills.
*Good knowledge of Investments, tax planning and Defined Contribution pensions.
Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
The company would consider a Technical Advisor or Client facing Paraplanner
Resource Matters have been retained by this well known Accountancy firm to recruit a Financial Planner for their Wealth Division. Due to considerable growth and expansion plans this large Accountancy firm are looking to recruit a Financial Planner to help develop the business in the local region. You will provide full financial planning advice to business owners and private clients including running pensions clinics & promoting financial education.
The Financial Planner role comes with full client support, full admin & Paraplanning support and it’s a superb opportunity to develop your career.
Your Qualifications for the Financial Planning role:
*Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
*Genuine desire to provide a high standard of advice and service to clients
*You are articulate with excellent communication skills.
*Good knowledge of Investments, tax planning and Defined Contribution pensions.
Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Job number 1629696
metapel
Company Details:
Resource Matters
Company size: 10–19 employees
Industry: Recruitment Consultancy
A Financial Services recruitment business Resource Matters Ltd is a business formed by experienced Recruiters, HR and Senior Financial Services profes...