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Financial Planner

Posted on Jun 17, 2019 by CV-Library

West Midlands (County), 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 – Birmingham / Oxford

They are looking for a high calibre Financial Planner to cover the Birmingham / Oxford area. You will benefit from their formidable opportunity to work closely with their Investment Managers and professional introducers (typically Lawyers). 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 be close to achieving this

* 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

Locations

Birmingham / Oxford

Call us now on (phone number removed) or click Apply

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Reference: 210240333

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