Basic Up to £60k + Package + Paraplanning + Clients & Lead Generation
Resource Matters have been retained by this well known national IFA firm to recruit an experienced Senior Financial Planner. Due to considerable growth and expansion plans this large IFA firm are looking to recruit a Senior Financial Planner to help develop the business in the local region. You will provide full holistic financial planning advice to a portfolio of clients and work with your in-house team who are responsible for on-going lead generation. The Senior Financial Planner will be instrumental in providing a wonderful service to new and existing clients.
Our client distinguishes itself by putting customers first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure.
The Senior Financial Planner role comes with full client support, full admin & Paraplanning support and a superb opportunity to develop your career.
Your Qualifications for the Senior Financial Planning role:
- Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
- Genuine desire to provide a high standard of advice and service to clients
- You are engaging and can connect with a wide array of audiences
- Detailed knowledge of Investments, tax planning and Defined Contribution pensions.
Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143