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Independent Financial Planner - All leads provided

Blakemore Recruitment
Posted a day ago, valid for 17 days
Location

Colchester, Essex CO3 8AE

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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  • We are seeking an experienced financial consultant for a reputable financial planning firm in Essex.
  • The firm manages relationships with high net worth clients and has an active client bank for the new consultant to oversee.
  • Candidates should have a Diploma qualification and ideally be progressing towards chartered status, with experience in regulated financial planning advice.
  • This position offers a competitive salary, along with an excellent bonus structure, and requires several years of relevant experience.
  • The role is salaried with no extensive travel, as all clients are located in the local area.

We are recruiting for a highly regarded financial planning firm based in Essex. They are well established and manage relationships with well established high net worth clients. They have an active client bank that they want someone to manage and require an experienced consultant to join the team.

They are looking to expand their successful financial advice team by hiring an additional consultant to deal with client enquiries. They focus on protecting the long term value of wealth so ideally require an experienced consultant who understands the full financial planning process. You must be Diploma qualified and ideally be on the way towards being chartered. You must also be experienced in offering regulated financial planning advice to individual clients.

This is a salaried role and all clients are in the local area so no extensive travel. Excellent bonus on offer in addition to the salary.

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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.