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Financial Planner

Heat Recruitment
Posted 16 hours ago, valid for 23 days
Location

Bishop's Stortford, Essex CM22 7DG, England

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Our client is a Bespoke Financial Planning practice in Bishop's Stortford, specializing in unique advice for private and corporate clients.
  • They are seeking an experienced Financial Planner with a client bank from day one, offering a salary of £50,000, negotiable based on experience.
  • The role provides paraplanning and compliance support, with no pressure on new business targets, as most clients are already established.
  • Benefits include a lucrative annual bonus scheme, contributory pension, private health cover, and various salary sacrifice schemes.
  • This opportunity is ideal for an experienced Financial Adviser looking for a supportive work environment with part-time or full-time hours available.

Our client is a Bespoke Financial Planning practice based in Bishop's Stortford. They specialise in providing unique and bespoke advice to private and corporate clients. Having a highly successful joint legal venture, our client ensures they provide only the highest standard of advice on the market.

This is a fantastic opportunity for an experienced Financial Planner to take on clients of the business from day one. Most clients come into the office although some are virtual. When you do have client meetings out and about, all expenses are covered. You will benefit from paraplanning and compliance support.There is no pressure on new business targets as there is already a client bank, of course, if this is part of the job you enjoy then this can be discussed.Benefits:

  • £50,000, negotiable
  • Client bank from day one
  • Busy, full office with a great culture
  • Part-time or Full-time hours
  • Annual bonus scheme (very lucrative)
  • Contributory pension
  • DIS
  • Private Health Cover
  • Salary sacrifice schemes (cycle to work and electric car scheme)
  • Social events throughout the year
  • Charity events
  • Health & wellbeing programme
  • Career development

What's next?

If you are already an experienced Financial Adviser but looking for a new home then please apply today to be considered for this opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Job Synonyms: Financial Adviser, Financial Planner, Adviser, Financial Service Adviser, Wealth Manager, IFA

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.