Salary £55K – £70K plus bonuses and benefits

Our client, a well-established and reputable wealth manager now requires a proven Financial Planner who has a track record in giving pensions and investment advice.

This is a professional, respected organisation, providing financial advice across the south of England, on all matters relating to private client financial advice.

You will benefit from working in a directly authorised, whole of market environment where your advice is un-tied, always putting the client first.

The business benefits from state of the art back office systems alongside Level 4/Diploma qualified Paraplanners who will support you in the advice process and recommending suitable products. You will never be held back by administration as the support staff are there to assist giving you more time to be with your clients.

Interestingly, the business is offering a full client bank, not orphans or leads to chase but clients that are already engrained in to the business. You will be expected to service and develop your own relationships with these clients giving best advice on their pensions and investment requirements. New business streams and referrals will also be passed to you to follow up whilst your servicing the existing client bank so this role will see you writing and charging new business fee’s very quickly indeed.

If you are looking to benefit from a supportive and encouraging culture, then look no further than this organisation. Our client is growing fast and looking to hire experienced and qualified consultants who wish to develop with them.

An excellent salary with bonus structure is offered alongside support for qualifications and further training

Aston Charles - a personalised service from industry experts

Financial Services and General Insurance Recruitment


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