Employed Financial Planner

Heat Recruitment
£50,000 - £59,999
19 Mar 2019
22 Mar 2019
Contract Type
Full Time

My client is a holistic and well respected and Chartered IFA practice that seeks to build a long term, trusting relationship with their clients by providing their financial planning services to their clientele both at the outset and as an ongoing service.

They embrace the use of new technology and have a well-qualified support team assisting the IFA’s to make the best decisions for their clients.

They provide tailored financial planning advice and really go the extra mile to provide a personalised service, where their ethos is much more about quality over quantity. Priding themselves on their highly technical approach, the client has built up a strong reputation in central London and due to this, are expanding and developing at a rapid rate.

The Opportunity

This is a fantastic position for an experienced Adviser to join a growing firm that can offer genuine career development by allowing you to be a key part in the firms ongoing successes.

Due to succession planning, you will be given a significant client bank from day one and will be given full autonomy in the role. In addition, the successful candidate will be supplied with leads to continue to grow and nurture this already substantial client bank.

What’s needed for me to be considered?

  • Qualified with level 4 diploma as a minimum and working towards chartered status.
  • Previous experience within the IFA practices and giving financial advise
  • FCA understanding of regulations and products, and their practical application
  • Effective communication, both written and verbal
  • Have a professional, proactive and positive attitude

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:

Paraplanner, Chartered technical support, Chartered Paraplanner, para-planner, financial planning technician, IFA support, private client paraplanner, Adviser, Advisor, IFA, Client Bank