Chartered Financial Planner (Remote / Lincolnshire)
other jobs Switch Recruitment
Added before 7 Days
- England,East Midlands,Lincolnshire
- Full Time, Permanent
- £55,000 - £80,000 per annum
Job Description:
We are pleased to be working with a leading professional services and chartered financial planning firm which, due to continued expansion, currently required a Level 6 / Chartered Financial Planner / Independent Financial Advisor to join their team an provide expert financial advice to their high-value and complex client relationships.
Responsibilities:
*Maintaining and developing an existing portfolio of clients providing high quality advice
*Using cash-flow modelling tools to deliver visual and clear financial strategies
*Offering holistic financial planning across wealth management, family protection, tax and retirement planning and property finance.
Experience:
*Candidates need to be a Chartered Financial Planner / Level 6 or close to achieving.
*You will have proven experience of providing independent holistic financial planning.
*Excellent presentation, verbal and written communication skills are essential.
*Extensive technical knowledge of the financial planning process as well as using cash-flow modelling tools.
In return, candidates can expect to receive a competitive basic salary, bonus and benefits including generous annual leave, PMI, enhanced pension etc. This role can be either fully remote (subject to attending client appointments) or on an office / hybrid basis should the candidate prefer.
Responsibilities:
*Maintaining and developing an existing portfolio of clients providing high quality advice
*Using cash-flow modelling tools to deliver visual and clear financial strategies
*Offering holistic financial planning across wealth management, family protection, tax and retirement planning and property finance.
Experience:
*Candidates need to be a Chartered Financial Planner / Level 6 or close to achieving.
*You will have proven experience of providing independent holistic financial planning.
*Excellent presentation, verbal and written communication skills are essential.
*Extensive technical knowledge of the financial planning process as well as using cash-flow modelling tools.
In return, candidates can expect to receive a competitive basic salary, bonus and benefits including generous annual leave, PMI, enhanced pension etc. This role can be either fully remote (subject to attending client appointments) or on an office / hybrid basis should the candidate prefer.
Job number 3142769
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
Switch Recruitment
Founded in 2004, with the simple goal of providing a professional and reputable service to both clients and candidates, Switch Recruitment has establi...