Financial Planner

Heat Recruitment
Howden Industrial Estate, Devon
17 Jul 2017
16 Aug 2017
Contract Type
Full Time

Financial Planner

Location: North Devon

Salary: £30,000 - £60,000 DOE + OTE

The Client

The opportunity for a professional Financial Planner to join a prestigious Accountancy and Financial Planning Practice.

The Opportunity

During a period of key expansion, our client is looking for a successful Financial Planner to join the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to service existing clients of the practice and drive business development. You will promote the firm in a professional manner and ensure that suitable recommendations are made.

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have -

  • Level 4 CII Diploma in Regulated Financial Planning
  • A proficient communicator, comfortable presenting to a range of audiences
  • A high level of analytical ability, a keen eye for detail and a thorough approach

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.

Synonyms: Employed Financial Adviser, Employed IFA, Independent Financial Adviser