Financial Planner

Recruit UK

Posted 17 days ago, valid for 7 days

Tunbridge Wells, Kent TN2 5FD

£25,000 - £30 per annum

Full Time

Retirement Plan

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Sonic Summary

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.

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