Financial Planner – Financial Planning J-702
Alderley Edge
£30,000 to £50,000 plus commission
Modern boutique Wealth Management practice who provide whole of market financial advice across retirement planning, investments and protection are looking for a polished, professional individual with experience of giving advice to join the business.
You will not be expected to bring a transferable client bank, therefore quite a unique opportunity. However, you must have first class client facing skills in order to retain and develop these long established clients.
Working alongside a successful team of IFA’s, you will be given the responsibility of looking after a bank of mid to high net worth clients, conducting face to face reviews and providing advice across the full spectrum of financial planning.
You will have full paraplanning and compliance support that you need to develop fully in to this fundamental role.
To be considered for this unique position you must be qualified to Diploma Level 4 with 2+ years industry experience in an advisory position in an IFA/Wealth Management practice, and looking to establish yourself as a Regulated Advisor in an affluent area of Cheshire.
You will be confident and articulate with a genuine desire to contribute to the firms success whilst furthering your own successful career in advice.
Currently 5 Advisers, 5 Paraplanners 3 admin, compliance consultancy support.
Monthly one to ones, funded to work towards chartered. 4% pension, Bupa, free parking.
£30 ,000- £40,000 plus bonus and benefits.
To apply for this position please call the office on 0161 973 0133 or email diana@threesixtyselection.com
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