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Financial planner
Financial Planner

Financial Planner

Cooper Lomaz Recruitment Ltd

Posted 17 hours ago, valid for 8 days

Cambridge, Cambridgeshire CB21NT, England

£50,000 - £100,000 per annum

Full Time

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Sonic Summary

Cooper Lomaz is collaborating with a Chartered Financial Planning institute in search of an experienced Financial Planner or Financial Adviser.
The ideal candidate should have previous experience as a Paraplanner, Financial Adviser, or Financial Planner, and achieving Chartered status is preferred but not mandatory.
The role requires business development, networking, and managing leads and inquiries that come into the business.
The salary for this position ranges from £50,000 to £80,000, with the potential for more for the right candidate.
Additional benefits include provided leads and clients, private medical and dental insurance, flexible working arrangements, 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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