Financial Planner

Posted on Jun 10, 2019 by CV-Library

Colchester, Essex, United Kingdom
Call Center & Customer Service
Immediate Start
Annual Salary
Full-Time
Are you operating within the HNW and UHNW space as a Financial Planner and looking for your next move within a high profile firm?

The Company

This leading wealth management firm encompasses financial planning and investment management and focuses on the long-term for both their clients and colleagues. Their culture is of great importance to them, which has been demonstrated throughout their impressive history.

Financial Planner – Colchester, Ipswich, Norwich

They are looking for a high calibre Financial Planner to cover the Suffolk area. This is a first-class opportunity with an existing portfolio of clients available. You will benefit from working closely with their Investment Managers to cross refer business. Your focus will be to grow the existing client portfolio through building strong relationships and develop business via your own connections and the resources provided.

Support provided for Financial Planners

You will be backed by an experienced and qualified Paraplanner plus other administrative staff.

Requirements to be considered

* You must be a high calibre Financial Planner with proven record in operating within the HNW and UHNW arena

* You should hold your Level 6 Chartered Financial Planner status or CISI Level 7 Wealth Management Masters

* Motivated to drive this opportunity forward and ensure all stakeholders are onboard with providing mutual benefit

* Must have proven ability in developing business

Benefits

* Salary negotiable

* Company benefits provided with discretionary bonus

* Formidable opportunity to work within a highly respected name

* Ethical firm with strong people-based culture and social responsibility

* Focused on every individual joining the business feels valued and encouraged to be successful, therefore aim for their colleagues to stay for the long term, for the right reasons

Location

Colchester, Ipswich, Norwich

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Reference: 210190646

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