Home
Colchester
Financial planner
Independent Financial Planner - All leads provided

Independent Financial Planner - All leads provided

Blakemore Recruitment

Posted 3 days ago, valid for 16 days

Colchester, Essex CO3 8AE

£40,000 - £48,000 per annum

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

We are recruiting for a highly regarded financial planning firm based in Essex that manages relationships with high net worth clients.
The firm is looking for an experienced consultant with a focus on protecting the long-term value of wealth.
Candidates must be Diploma qualified and ideally working towards chartered status, with experience in offering regulated financial planning advice.
This role offers a competitive salary along with an excellent bonus, and all clients are located in the local area, minimizing travel requirements.
The firm seeks someone to manage an active client bank and expand their successful financial advice team.

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.

Apply now in a few quick clicks