Financial Planner

Clark James recruitment
14 Jun 2019
20 Jun 2019
Contract Type
Full Time
Clark James Recruitment are delighted to be seeking a Financial Adviser for a national, successful client, to be based in either the Nottingham or Birmingham office, providing holistic financial planning advice across the midlands.

Our client is one of the UK's largest and longest established IFA firms and provides highly specialised financial advice to companies, professional partnerships and individuals. Established in 1989, they have built a reputation based on the quality of service and impartial advice they provide.

Working as Financial Planning Consultant, you will be reporting the Regional Director, working as part of the Central Regional Team, responsible for providing advice led Financial Planning to service existing clients and non-clients. You will be expected to deliver agreed new business objectives, and contribute to the growth across the region, having links into Accountancy practices. You will also be responsible for ensuring business is transacted in a manner in line with the Company's risk management and quality standards.

We are seeking experienced Financial Planners who are competent with dealing with High Net Worth Clients, providing full holistic advice and able to convert new business, whilst retaining client relations. You will have drive and ambition to succeed, with the ability to produce high quality written advice and have technical expertise. A minimum of 5 year's financial planning experience is required, along with the minimum of Level 4 Diploma.

If you are looking for the next step in your career, to join a highly reputable practice who recognised hard work and support their employees, then please be in touch.

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Please note

All applications received will be dealt with in the strictest confidence

Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.

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