Independent Financial Planner – Chorley and Lancashire region
A fantastic opportunity has arisen for a Financial Planner to join a well-established, directly authorised financial planning business with a strong regional presence across Chorley and surrounding areas. An established client bank will be available to this adviser who will be responsible for their ongoing servicing.
What is on offer for the Independent Financial Planner?
*Prolific established client following
*Employed role with attractive bonus structure
*Hybrid working
*Administrative and paraplanning support
Independent Financial Planner Role Accountabilities
This is a full advice role where you will focus on delivering high-quality financial planning advice to mainly existing clients across retirement planning, pensions, investments, savings and protection.
This role would suit an experienced Financial Planner who enjoys advising rather than business development as you will have the support from an accomplished team who focus solely on building professional connection relationships and partners to help advisers build their business.
This would also be an ideal next step for a bancassurance adviser, a junior adviser fresh out of an academy or indeed a Paraplanner who has some client facing experience looking to transition into advice.
If you are looking for a secure employed role with an excellent flow of clients and strong earning potential, this could be the ideal next step in your career.
Independent Financial Planner Requirements
*Level 4 Diploma Qualified via CII or LIBF.
*Experience within a financial advice role, or paraplanning with some client contact.
*A warm and engaging character who easily builds rapport and trust with clients.
*A polished and articulate communication style, both verbal and written
*An ability to work in a fast paced and busy role motivated to give exceptional levels of service.
For further details on the Financial Planner role or to apply
Please send your cv to jenny @ tempestjones . com