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Financial Planner

Recruit UK
Posted 8 hours ago, valid for 24 days
Location

Tunbridge Wells, Kent TN2 5FD

Salary

£25,000 - £30 per annum

Contract type

Full Time

Retirement Plan

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
  • Our client is seeking a Financial Planner to join their growing team.
  • The successful candidate will need to have a Level 4 CII Regulated Diploma in Financial Planning and be progressing towards Chartered status.
  • The role involves managing existing client reviews while focusing on acquiring new clients, with leads provided by the company.
  • The annual salary for this position ranges from £25,000 to £30,000, depending on experience.
  • Candidates should be based near Tonbridge Wells and possess a strong understanding of financial regulations and a willingness to network.

Our client is seeking a Financial Planner to join their growing team.The role involves managing existing client reviews while focusing on acquiring new clients, with leads provided by the company.The successful candidate will come with a Business plan and will be looking at gaining Equity within the business hence the lower salary on offer.

Requirements:

  • Essential:

    • Level 4 CII Regulated Diploma in Financial Planning.
    • Progressing towards Chartered status (started Level 6 qualifications).
    • Strong understanding of financial regulations.
    • Based near Tonbridge Wells
    • A Hunter
    • Willingness to network and generate new business.

Whats on offer?

  • Annual salary - £25000-30K plus benefits depending on experience
  • Non-contributory pension scheme (7% of all earnings paid into pension scheme)
  • Business Plan
  • Equity

If of interest please contact me directly for a chat or please forward to colleagues if you know anyone who might be interested.

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.