Financial Planner

Recruiter
CAPIO RECRUITMENT LIMITED
Location
Devon
Posted
08 Nov 2019
Closes
08 Dec 2019
Ref
1311811902
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Job Title: Financial Planner

Location: Home Based Covering Devon

Salary: Negotiable

The Company:

A Specialist Financial Planning firm who offer advise across Pensions, Investments, Tax Planning, Mortgages and Protection are looking to add to their advising team.

This firm have strong professional connections with a National partner that provides a steady lead source as well as offering full back office, paraplanning and compliance support. They are a growing firm with a good reputation and multiple advisors across several offices.

The Role:

Due to ongoing success and an increased demand from clients for advice in the South West, this firm is looking to add a new advisor to the team who they can develop and help build a client base. There is full back office support and will be leads, clients and training available for the incoming advisor.

With this role being home-based, it would suit an existing advisor who has experience of working remotely and is looking for a firm to provide a more profitable structure in which to operate within.

The Required Skills:

Essential:

- Level 4 Diploma in Financial Planning

- Experience of working within a Financial Planning Firm in an advising position previously

- Competent Advisor Status.

Desirable:

- Strong knowledge around Pensions and Investments

- An ambition to continue study towards Chartered Status

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