Chartered Financial Planner

Recruiter
Anonymous
Location
Surrey
Salary
40000.00 - 45000.00 GBP Annual + GBP40000 - GBP45000/annum + car allowance + Generous Bonus
Posted
06 Jun 2017
Closes
04 Jul 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Our client is a leading firm of chartered Independent Financial Advisers who have the expertise to advise on and arrange investment and savings schemes, and all forms of life and income protection insurance. They have particular knowledge in the field of pensions and are adept at dealing with even the most complicated pension issues or retirement planning challenges.

With expansion they are looking for an experienced IFA to provide on-going advice and support to the company's long established and wealthy clients. You will be providing regular reviews and identify opportunities to gain top-up business. You will need to be really good at building trust and used to providing financial planning advice to very wealthy individuals.
Key Requirements:

•Qualified as a Chartered Financial Planner
•Have a very personable nature, a positive sales manner, motivated and driven
•You should be technically competent and have experience of providing a broad range of advice and you must also be able to build good working relationships with the company's clients.

This is a great opportunity to join a leading firm with an excellent reputation as they expand