Our client, a Chartered Financial Planning Company are currently looking to recruit two qualified Financial Planners who will fit well within the culture of the business and can assist them in delivering their high-level services as the business continues to grow. Areas to include East Midlands and West MIdlands/London.
Candidates will be expected to:
- Provide holistic financial planning to prospective and existing clients in a compliant manner whilst adhering to the FCA principles of TCF
- Generate and develop new connections and instructions to the business
- Have a minimum qualification to Level 4/Diploma with a desire to attain the Chartered qualification within the next three years
- Have a strong commitment to provide excellent customer service in order to ensure long term relationships with clients
- Have and a proactive work ethic
- Have the ability to work independently to develop client solutions with excellent interpersonal and communication skills
- Minimum of two years demonstrable advisory experience
Salary negotiable, dependent on experience
To be considered for this role, please apply today.