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Financial planner
Financial Planner

Financial Planner

Placing Faces

Posted 8 days ago, valid for 20 days

Croydon, Surrey CR0 9XF, England

£60,000 - £65,000 per annum

Full Time

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Sonic Summary

The job title is Financial Planner with a salary range of £60,000 to £65,000 plus a 25% bonus after validation.
The position is remote but candidates must be based in the South of England.
Applicants are required to have a minimum of 2 years of experience as a Financial Planner and must hold a Level 4 diploma or equivalent, along with CAS qualifications.
The role involves providing financial advice on personal and business solutions, with clients provided to service and support from a friendly team.
Benefits include flexibility in working location, admin and paraplanning support, and the opportunity to bring some of your own clients.

Title: Financial Planner

Salary: 60-65k + 25% bonus after validation

Location: Remote but must be based in the South of England

Our client is an independent financial advice and wealth planning company based in South London. They advise on both personal and business financial solutions, you will be provided with a client list as well as an bringing some of your own business along. You will be part of a friendly and social team with no micromanagement, so you will be fully supported to excel within the company as a Financial Planner.

They are looking for a Financial Planner with the following experience;

Level 4 diploma qualified or equivalent as a minimum
MUST have CAS
Minimum 2 year as a Financial Planner

To become a Financial Planner you must;

Be able to work to deadlines
Be self and money motivated
Provide expert knowledge advice on investment, pension and protection advice

Benefits you will receive as a Financial Planner;

Clients provided ready to service
Flexibility of working from home or in their Croydon office
Admin & paraplanning support

If you are interested in this position and meet the minimum requirements, please apply and we will be in touch to discuss further. Any applications that don't meet the minimum requirements will be automatically rejected.

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