Role: Financial Planner
Location: Cheltenham, Gloucestershire & home working
Salary: Competitive basic + bonus + benefits
Are you a Financial Planner looking for a new challenge or an experienced Paraplanner wanting to take the next step and become a Financial Planner? …. if you are, this role could be just right for you!
Our clients are independent, Chartered financial planners founded 40yrs ago providing high-quality, comprehensive financial planning advice to individuals, families and businesses.
We are working with them again to help grow their Financial Planning team so if you are a Financial Planner with a professional and level-headed approach we’d like to hear from you.
The Opportunity:
This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an excising IFA with a strong book of business, or a newly qualified Planner looking to work in a highly professional environment. You will have the chance to work with a number of the firms existing connections, with leads provided via referrals and professional introducers.
Ideally you should have:
Previous experience within an IFA / Financial Planning Practice
Qualified to a minimum industry standard of Level 4 Diploma Qualified
Previous experience dealing with High Net worth Clients desirable but not essential
A strong understanding of Pensions and Investment products advantageous
If this sounds like the role you’ve been looking for please get in touch at www.tmsearch.co.uk
