Financial Planning Consultant / Financial Advisor

Henry Nicholas
Swansea (Abertawe)
16 Jan 2019
01 Feb 2019
Contract Type
Full Time
Are you a QCF Level 4 qualified Financial Planner / Advisor looking to work within an established national brand minus the red tape and bureaucracy? Are you keen to work autonomously in an organisation like no other financial firm?

My client is a financial planning firm, specialising in workplace pensions and wealth management for executives and private clients. Businesses and individuals across the UK benefit from my clients financial planning services, which can be delivered in the workplace and beyond.

My client is seeking 3 QCF Level 4 qualified (Ideally Chartered) Financial Planners / Financial Advisors to work from home across the South West.

You will be working with Private Clients and will be given an established client list from day one, my client has more clients than they can currently handle! You will also be credited with recurring income from the minute you take on a client. And you will be given new leads regularly, so you can simply focus on giving expert holistic financial planning. And the great news is most the client work you will be doing will be between 9am and 5pm.

What you get in return

- £50,000 - £100,000 Basic DOE
- 33% of earning over threshold
- Travel Expenses
- Pension
- Dental
- Death in service x 4

My client will only consider candidates with QCF Level 4 qualifications so please do not apply if you do not meet this minimum requirement.

If qualified please press apply now

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