Financial Planner
Financial Planner - Ipswich
Salary up to £42,500 + bonus + benefits
My clients approach to financial planning is one which looks at all the personal and financial circumstances of a client.
Their services cover a wide range of different financial products and professional disciplines which include investment planning, insurance protection, retirement savings, estate preservation and business advice.
The business provides what is known as holistic financial planning, this is where an Advisor will look at all aspects of a client's financial affairs in order to provide a coherent lifelong plan that will make it much more likely that their financial objectives will be met.
A role exists for a highly qualified Financial Planner with experience of operating on a fee based basis. You will have access to some existing clients and have a handful of your own. An excellent basic salary is on offer along with a range of benefits.Please view www.idexrecruitment.com for further Insurance opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.