SonicJobs Logo
Left arrow iconBack to search

Senior Financial Planner - National Chartered Financial Planning firm

BWD Search & Selection
Posted 11 hours ago, valid for 4 days
Location

Horsham, West Sussex RH13 0NE, England

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

info
  • A large Chartered Financial Planning firm is seeking experienced Financial Planners for several regional offices as part of their significant growth journey.
  • The firm offers a generous remuneration package with a basic salary of up to £90K, alongside excellent benefits and high bonus potential.
  • Candidates are ideally CII Chartered Financial Planners or those working towards this, with a minimum of 3 years of relevant experience required.
  • The company provides a supportive environment with onsite Paraplanning and Admin support, allowing advisers to focus on building client relationships.
  • This is an exceptional opportunity to join a progressive firm that is heavily investing in its future and offers excellent career progression.
We are pleased to have partnered on a retained basis with a large, high-calibre Chartered Financial Planning firm who are undergoing a significant growth journey and are seeking experienced Financial Planners across a number of their offices. These are exceptional opportunities, hitting every criteria on most advisers’ wish-lists:
  • National Chartered Financial Planning firm, hiring in several regional locations
  • Significant backing from a prestigious ‘household name’ that provides certainty, longevity, as well as credibility amongst clients
  • Every office provides a high quality, corporate feel without the 'big city' commute
  • State of the art technology and processes
  • Heavily investing into the business, at a time when many competitors are cutting costs
  • Clients typically £500K-5M investable assets
  • Significant client base provided, whilst still giving you space and time to build
  • Onsite Paraplanning & Admin support (ratio of support to advisers c1:1)
  • Excellent work-life balance with hybrid working model
  • Positively encourage and sponsor professional development (further qualifications and/or attainment of accreditations such as STEP, SOLLA or Resolution)
  • Very realistic, achievable targets
  • Generous remuneration package including basic to c£90K, superb benefits (including 13% Pension Contribution, BUPA, PHI, DIS etc) and high bonus potential
  • Excellent scope for long term future career progression as the firm expands
Our client is ideally seeking CII Chartered Financial Planners but would consider those actively working towards this, as well as those qualified to Level 6/7 through a different exam body. There is no need to be able to bring a transferable network or client base, just the drive and desire to develop new business, in addition to the client base they will provide.These are superb opportunities to join a progressive, entrepreneurial firm as it embarks on a significant expansion and huge investment in the business. The quality of the proposition, technology, culture and support is second to none and enables advisers to focus on what they enjoy most – building trusted relationships with clients and providing high quality, life changing financial planning advice. Get in touch for more details.

Apply now in a few quick clicks

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.