Senior Financial Planner

Recruiter
Reed
Location
Fife, UK
Salary
Competitive
Posted
23 Jun 2019
Closes
02 Jul 2019
Ref
1184496216
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Reed is working with a highly successful, privately owned Wealth Management company. They have a large, strong client following and modern offices in Fife.

They have a strong core team of advisers, qualified Paraplanners and Wealth Management Administrators in the Fife office.

They are currently looking for an additional Financial Planner to join their team. Working in conjunction with the directors to build and develop trusted relationships with current and potential clients, you will be involved with delivering tailored financial planning and wealth management advice whilst keeping to the core principals of trust, openness and integrity to their loyal client base.

You should hold Diploma (Dip PFS) or equivalent, and have a proven ability to deal with new and existing clients on a fee basis (CF30).

You should have technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions. You should be successful in your current role producing a minimum of £100,000 in new and recurring income annually.

You can expect a great benefits package with salary up to £50,000 (DOE) plus an attractive bonus scheme.

This is a fantastic opportunity for a Diploma qualified Financial Planner looking to move to a well-respected wealth management organisation with excellent career development opportunities.

For further information, please apply or contact Kenny Blair on or

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