Wealth Manager

Pinstripe Personnel

Posted 2 days ago, valid for 20 days

Southampton, Hampshire SO19 1BQ

Full Time

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Sonic Summary

A Southampton based Wealth Planning firm is seeking an experienced Financial Planner with a minimum of a Diploma.
The position offers a hybrid working arrangement, allowing employees to split their time between home and the office.
The role includes servicing and building upon an existing client bank, with full Administration and Paraplanning support provided.
The salary for this position is £60,000, with potential earnings of £85,000 to £100,000 including bonuses and OTE.
This opportunity is ideal for a driven and ambitious individual looking to advance their career in financial planning.

Financial Planner

Southampton

Hybrid

£60,000 Salary plus bonuses - £85,000 - £100,000 + OTE

A Southampton based Wealth Planning firm is looking to appoint an experienced Financial Planner.

The roles is based in Southampton, you can work on a hybrid basis with your working week split between working from home and the office. There is an existing client bank to service and build upon. There is also full Administration and Paraplanning support.

In return there is a competitive salary and an achievable and genuine bonus structure which is aimed at rewarding the Financial Planner for the high level of service required. This role is an outstanding opportunity for a driven, ambitious and experienced individual who is looking for the next step in their career.

You will be minimum of Diploma and have experience as a Financial Adviser / Planner. Please send your CV to Douglas McDougall for more information on this opportunity.

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