Chartered Financial Planner

Accountancy Divisions Limited
Ash Vale
12 Jan 2018
20 Feb 2018
Contract Type
Full Time

Are you a Chartered Financial Planner seeking an environment to flourish? Does your current firm offer you the support, brand name and opportunity to succeed?

Financial Divisions are currently working with a leading brand name national IFA with an impressive record for progressing, supporting and enabling Financial Planners to achieve career goals. The firm have an excellent national reputation operating across the HNW and corporate market and over times have developed from an initial IFA to a strong well rounded Financial Services Group.

As Chartered Financial Planner you will be responsible for developing and growing a client bank of HNW, UHNW or corporate clients offering holistic and market leading financial planning across a broad range of areas. The firm permit Chartered Financial Planners to have freedom in their work and whilst passing you leads from other areas of the business they will also want you to be proactive in your approach in growing your client portfolio.

As Chartered Financial Planner you will have achieved Chartered status from an accredited body and will have a strong background in working in a financial planning environment within a wealth management or IFA firm. You will be able to demonstrate a strong track record in client acquisition, networking and business development.

For immediate consideration please forward your CV to John Whitehead at Financial Divisions