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Our client is a Chartered Independent Financial Planning firm who are looking for an experienced Financial Planner to join their team.
In a rare opportunity to take over an existing client bank, you will hit the ground running providing holistic financial planning advice to valued clients, whilst leveraging opportunities to grow this further, generating new business through leads and your own network and introducer relationships.
With admin and paraplanning support, you will be working in a small team of financial planners servicing clients across Gloucestershire and Oxfordshire. There are offices in these locations to work from, with good flexibility to manage your own diary (typically working from the office 2-3 days a week).
Requirements
- Independent Financial Advisor with experience of managing their own clients
- Minimum Level 4 Diploma qualified required
- Ability to nurture and retain inherited clients as well as win new business to continue growing your book
