This is a Chartered financial planning and wealth management firm that specialises in Private and Corporate financial advice to a diverse range of HNW clientele. Due to their highly reputable service this firm is growing from strength to strength, making now the ideal time to join the firm and take the next step in your career.

The Opportunity

Due to expansion, this firm is now looking to welcome a Financial Planner to the team to look after existing, high net worth clients. This position will have you advising High Net Worth clients through all of their monetary needs, from pensions and investments to cash flow planning, whilst in a part time, flexible working position. 

The firm have a bank of clients to pass over to the incoming adviser and are investing in their marketing function to increase lead generation from this source, in addition to the many referrals they receive. 

What’s on offer?

  • client bank to inherit upon arrival
  • flexible working
  • healthcare package 

What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms                  

Chartered Financial Planner, Chartered Paraplanner, Paraplanner, Financial Planner, Para-planner, Report Writer, Adviser Support, Financial Planning Technician, IFA Support, Technical Support, Chartered Para-Planner, Financial Adviser, Financial Advisor, Financial Consultant, Wealth Manager, Financial Advice, Advisory

Tagged as: Banking


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