Independent Financial Planner
My client, an IFA-licensed Wealth Manager with a global reach, is in the process of developing a new internationally competitive wealth planning outfit to lead the post-RDR market from the fore. Before embarking on a recruitment drive, there is a critical need for stability. As such, the business is in the market for an experienced Financial Planner.
The job will centre around providing holistic Lifestyle Financial Planning to a 500+ strong client base, and developing new business where appropriate. The emphasis will be on client retention, ensuring each client is serviced optimally and remains loyal to the company. Industry-leading risk profiling/cashflow modelling software will be on hand to drive excellent service.
My client would like to meet QCF Level 4 qualified Planners with an entrepreneurial flair, and a proven track record in a self-motivated, high performance culture. The remuneration options are negotiable, depending on experience and preference. The earning potential for the role is between £75k and £100k, and my client will only appoint Planners who will strive to achieve this target.
If you are interested in applying please call Toby Tank immediately on 02920 222 422 to ensure you are considered.
Leave a Reply
You must be logged in to post a comment.