Financial Planner

Placing Faces

Posted 8 days ago, valid for 20 days

South Croydon, Surrey CR2 0JT, England

£48,000 - £57,600 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

The position is for a Financial Planner with a salary range of £60-65k plus a 25% bonus after validation.
Candidates must have a minimum of 2 years of experience as a Financial Planner and hold a Level 4 diploma or equivalent qualification.
The role is remote but requires candidates to be based in the South of England, preferably with a client list of their own.
The company offers a supportive and friendly work environment with no micromanagement, along with admin and paraplanning support.
Benefits include flexibility in working location and a ready-to-service client list.

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.

Apply now in a few quick clicks