SonicJobs Logo
Left arrow iconBack to search

Independent Financial Planner - All leads provided

Blakemore Recruitment
Posted 10 hours ago, valid for 14 days
Location

Lincoln, Lincolnshire LN4 2DZ, 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
  • We are recruiting for a financial planning firm with a national presence that manages relationships with high net worth clients.
  • The firm is seeking an experienced consultant to manage an active client bank and handle client enquiries.
  • Candidates must be Diploma qualified and ideally progressing towards chartered status, with experience in offering regulated financial planning advice.
  • This salaried role offers an excellent bonus and requires no extensive travel as all clients are local.
  • The ideal candidate should have a strong understanding of the full financial planning process and a minimum of three years of relevant experience.

We are recruiting for a highly regarded financial planning firm based with a national prescence. They are well established and manage relationships with 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

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.