I am recruiting for an excellent Employed Financial Planner position I am currently recruiting for on behalf of a Chartered firm based in Poole, Dorset.
- Organisation is chartered, directly authorised and fully independent
- On offer is a salary up to £50k, with a bonus structure that is bespoke and can be tailored to your strengths as an Adviser
- In-house DFM and every Adviser sits on the Investment Committee
- Advice is fully holistic, with an emphasis on IHT and Cash Flow Modelling
- There is a client bank available in the future from a retiring Adviser at the firm, but they are looking for an established Adviser that has a strong background of developing and maintaining relationships of their own
- Full administration and Paraplanning support is provided
- Opportunity to work in beautiful, grade II listed offices as well as flexibly from home
The ideal candidate will be Chartered, in order to help maintain their status, and have a transferable portfolio.
To find out more about this opportunity, please send your CV to katt.o’email@example.com or call me for a confidential conversation on 0117 930 4820.