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Financial Advisor / Wealth Planner

Carlton Mays
Posted 7 hours ago, valid for 4 days
Location

Stockport, Cheshire SK2 5JF, 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

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  • We are looking for a Wealth Adviser / Financial Planner to join our client in Stockport.
  • Candidates must possess a Level 4 qualification via the CII or an equivalent certification.
  • This role offers a supportive environment for career growth in financial planning, providing advice on pensions, investments, protection, and tax.
  • The salary for this position is negotiable based on experience, ranging from £40K to £55K, plus bonuses and additional benefits.
  • Applications are encouraged from both junior and senior professionals in the financial planning field.

We are seeking an ambitious Wealth Adviser / Financial Planner to join our client at the friendly office in Stockport

In order to be considered for this opportunity you must hold the relevant Level 4 qualification via the CII or equivalent.

This is an excellent opportunity to kick start your career in financial planning in a highly supportive environment with excellent career opportunities

You will be providing first class financial advice across a range of areas including pensions, investments, protection and tax ensuring all advice compies with FCA regulations

Knowledge of investment platforms is a definite bonus

The salary is negotiable DOE and ranges between £40K - £55K + bonus + a host of benefits including on site parking and hybrid working.

Applications are welcomed from junior to senior professionals in this area

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.