This Job Vacancy has Expired!

Financial Planner

Posted on May 27, 2019 by CV-Library

Leeds, West Yorkshire, United Kingdom
Call Center & Customer Service
Immediate Start
£40k - £50k Annual
Full-Time
We are currently recruiting a Financial Planner on behalf of a client in the Horsforth area. Salary between £40,000 and £50,000 depending on experience. Benefits include private medical insurance, 25 days holiday and car allowance.

As the successful Financial Planner you must:

* Have between 2 and 5 years experience within an independent advisory role, regularly working with clients face to face

* Be highly organised and articulate while self motivated, confidently working with both corporate and private clients

* Hold detailed knowledge of a variety of financial planning solutions, including workplace pensions. As well as demonstrate a strong understanding of financial matters.

* Comfortably talk through and explain complex financial matters with all clients while remaining highly professional and presentable.

As the successful Financial Planner your role will involve:

* Advising clients on a variety of matters while working towards becoming a Chartered Financial Planner and growing with the company.

* Working alongside trainee advisers and paraplanners to build and maintain relationships with new and existing clients.

* Being based in a modern office in North West Leeds while attending regular client meetings throughout the UK

Are you looking for your next challenge? / Are you seeking an immediate start with significant progression? / Do you want to be a successful Chartered Financial Planner?

To apply for the Financial Planner role please call Chandler on (phone number removed).

CP1 - Cordant People is an equal opportunities employer

Cordant Group is an equal opportunities employer

Reference: 210084468

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