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Wokingham
Financial planner
Independent Financial Adviser

Independent Financial Adviser

Cameron James

Posted 12 hours ago, valid for 17 hours

Wokingham, Berkshire RG41 2NU, England

£45,000 - £54,000 per annum

Full Time

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Sonic Summary

Our client is an independent Financial Planning firm focused on clients' financial well-being with over 20 years of industry experience.
They are looking for a qualified Financial Planner, ideally Chartered or willing to work towards that qualification.
The firm specializes in pensions and family wealth planning, aiming to provide financial security to their clients.
They offer a competitive salary of up to circa £85k, depending on experience, with options for employed or self-employed positions.
Candidates should have relevant experience in the financial planning sector.

Our client, a truly independent Financial Planners, specialises in the financial well-being of their clients. The team have over 20 years' experience in the Financial Planning industry, with some team members having worked their whole 50-year career in the wider finance industry. Being qualified Chartered Financial Planners and encouraging others to work towards that accolade are seeking a qualified Financial Planner to join the successful team.

Ideally you should be Chartered or happy working towards.

They specialise in pensions and family wealth planning. The mission is to give all client's financial security. They achieve this by offering high levels of service, and giving situationally based advice that’s entirely focused upon individual needs and requirements.

This is facilitated by their close links with all the major pension providers including Transact, Legal & General, Aegon, Standard Life, Aviva and Prudential - to name a few.

They offer employed or self-employed opportunities salary up to circa £85k dependant on experience.

Please apply on-line or contact Cameron James for full details

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