Financial Planner - Upto £65,000 (Incl Admin Support)
Cavendish Maine are delighted to be working with one of the UKs leading wealth management firms who continue to offer advice across retirement, investment planning / management services, mortgages and protection. Due to continued and projected growth, our client would like to continue delivering its excellent and award winning service by expanding its profitable Exeter office.
Your role with the firm will be to continue to add value through new business with the full support of the dedicated administration and paraplanning teams available. With the amount of support, training and tools at your disposal, you will have the maximum amount of time available to maintain client contact. You will be required to service HNW clients and develop your own quality fee paying client base whilst networking and continuing to grow as an adviser.
To be considered for this role, applicants must have the diploma as a minimum (no application can proceed without this) and be committed to ongoing professional development to Chartered status (the company funds all exams/ accreditations). A strong track record of providing advice to HNWIs is also a pre-requisite; this is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage.