Financial Planner

16 May 2018
21 May 2018
Contract Type
Full Time

Wealth Planner : Cheshire : to £55k basic + bonus + car + benefits

Your new company
Highly reputable financial planning firm / wealth management advisors has a new opportunity for an experienced adviser.

Your new role
Client facing role servicing an existing client bank, reviewing clients' circumstances to identify financial planning needs. Areas of advice include investments, IHT planning, trusts, pension planning. Own client bank is not a requirement. Administration and paraplanning support provided.

What you'll need to succeed
Minimum Level 4 Diploma, proven track record of providing financial planning advice, strong client servicing skills, new business development skills, excellent communication skills.

What you'll get in return
A financially rewarding package including highly competitive basic salary, a generous benefits package which includes company car and pension plus the opportunity to earn good bonuses. An excellent career opportunity to join a leading employer.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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