Financial Planner

Employer
The Staffing Hub
Location
Preston, UK
Salary
Competitive
Closing date
22 Nov 2020

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Sector
Accountancy
Contract Type
Permanent
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Financial Planner -Wealth Management

Preston

Employed basis: Salary circa £37k plus 25% commission on initial & ongoing client bank with an increase on salary and commission as your client bank grows.

Or this would suit someone who is self-employed and looking for a secure & stable role due to the current climate, with fantastic support services, A generous Salary package & Commission is negotiable depending on the size of your client base.

My client is a forward thinking, highly ambitious company with state-of-the-art offices, excellent support structures is seeking an experienced Financial Planner with excellent knowledge of the Wealth Management industry.

You will need to be qualified Level 4 and above, Chartered would be a significant advantage along with sound business acumen.

This is a growing business with an innovative approach to financial planning and a highly service orientated approach. They believe in building long term relationships with their clients and have an in-depth process including the use of cash-flow planning.

You will be a professional ambitious Planner with a track record of building successful and long-term relationships with your clients, covering the full spectrum of advice. Including holistic financial planning, wealth creation, optimisation and protection, tax mitigation strategies for private clients and tax efficient cash extraction strategies for corporate clients
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