Chartered Financial Planner

Our client is a well-established Chartered Financial Advisory business offering their clients sophisticated pension, investments and financial planning advice - for retirement, divorce, inheritance tax and business succession.

Due to continued expansion, they are ideally seeking a Chartered Financial Planner (or close to) to support the needs of existing clients, and also with a view to developing new client relationships, both Private Client or Corporate.

To be considered for this position you must be at least Dip PFS qualified and working towards Chartered status, coupled with a strong track record of providing bespoke financial advice to individuals and businesses. 

You will be supported by your peers - all of whom are Chartered Financial Planners, as well as a team  of highly skilled technicians and administrators. 

This is an employed role offering a basic salary of up to £65,000 plus bonus and benefits

For more information, please feel free to contact Nick Tagg for a full, overview of the role, the company and its owners