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Financial Planner

Location: POOLE, DORSET, UNITED KINGDOM Salary: 40,000-50,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 2
Posted: 3 months ago Reference: X3-337542

 

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’donnell@reedglobal.com or call me for a confidential conversation on 0117 930 4820.

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