Are you a proactive and professional Financial Planner seeking a new and exciting opportunity? Are you self motivated and able to deal with a wide range of introducers and professional connections? Do you want to work for a well respected and innovative firm committed to professional development? If the answer to these questions is yes, we would like to hear from you.
As part of their strategic business plan, this award winning Wealth Management firm is seeking to appoint a new Financial Planner to manage existing clients as well as looking to develop new business opportunities via established introducers and referrals . Working with an existing client portfolio, you will deliver bespoke advice ensuring high standards of professionalism and client care. In addition, you will establish connections with introducers and be responsible for growing the wealth management operation in the area.
You will receive full technical, administrative, paraplanning, compliance and business development support in order for you to succeed in the role.
The successful applicant will be an energetic and driven individual who is looking for an outstanding opportunity within wealth management. You will have achieved Level 4 status and be able to demonstrate broad technical knowledge across all areas of Financial Planning. You should be an accomplished networker and business developer and be able to work closely with colleagues to build lasting and fruitful relationships
This is an excellent opportunity to join a forward thinking firm and play a key role in developing the presence and success within the area. Your efforts and achievements will be rewarded
Wealth Management, IFA Financial Planning, Pensions, Investments, Tax, Estate Planning
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