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Financial planner
Financial Planner

Financial Planner

Cooper Lomaz Recruitment

Posted a day ago, valid for 8 days

Cambridge, Cambridgeshire CB2 8AG, England

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

Cooper Lomaz is collaborating with a Chartered Financial Planning institute to find an experienced Financial Planner or Financial Adviser.
The ideal candidate should ideally have achieved Chartered status, though it is not mandatory; previous experience as a Paraplanner or Financial Adviser is essential.
The role requires business development, networking, and handling leads and enquiries that come into the business.
The position offers a salary ranging from £50,000 to £80,000, with the possibility of more for the right candidate.
Additional benefits include leads and some clients provided, private medical and dental insurance, flexible working, and a flexible holiday allowance.

Cooper Lomaz is working with a Chartered Financial Planning institute and they are seeking an experienced Financial Planner or Financial Adviser.Ideally the successful candidate will have achieved Chartered status but this is not essential, previous experience working either as a Paraplanner or Financial Adviser or Financial Planner is essential. My client can provide some clients, however, business development, networking and contacting leads and enquiries that come into the business will be essential to the role. In return our client can offer:

Salary £50,000- £80,000 (potentially more for the right candidate)
Leads and some clients provided
Private medical and dental insurance
Flexible working
Flexible holiday allowance

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