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Financial Planner

Employer
Capio Recruitment
Location
Wimborne, UK
Salary
Competitive
Closing date
27 Oct 2020

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Sector
Accountancy
Contract Type
Permanent
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Job Details

Job Title: Financial Planner

Salary: £40,000 - £45,000 + Bonus

Location: Ferndown

This is a superb opportunity to join a highly regarded, IFA Firm that provide a comprehensive, tailored, client-centric service across a wide range of Financial Planning needs. Having multiple offices in the South, they are an established business that provide a holistic service and after another successful year despite the current climate, they are aiming to add another Planner to their advisory team.

Due to having an excellent reputation and a well-established client base along with professional introducers from local accountancy and legal practices, there are considerable new business opportunities as well as some clients available for someone joining the firm. You would be supported by a technically minded paraplanning team and have the benefit of a highly experienced administrative function as well, leaving you to focus your time on advising clients.

Along with an excellent benefits package is an uncapped bonus figure with all income generated from the leads provided counting towards your target as well as anything that you generate directly.

There is a culture built around teamwork and shared knowledge to provide the best experience possible for their clients and this role would suit someone looking for a supportive environment where working well together is encouraged and rewarded.

Required Experience
  • Level 4 Diploma in Financial Planning
  • CeMAP or equivalent would be advantageous
  • Competent Advisor Status (CAS) is desirable
  • Experience of providing Independent Financial Advice to HWN clientele previously.
  • Strong understanding and technical knowledge, particularly around pensions and investments.
  • Ability to convert leads as well as develop and manage professional relationships

How to Apply?

If you would like to be considered for this position, please hit the apply button below and attach a copy of a CV to have an informal chat with us regarding the role.
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