Financial Planner
- Recruiter
- Cavendish Maine Recruitment
- Location
- Grangetown
- Posted
- 18 Apr 2018
- Closes
- 02 Jun 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice
Job Title: Financial Planner
Location: London/ Cheltenham/ Cardiff
Job Sector: Financial Services
Job Type: Permanent
Salary: £50,000
Job Reference: LS/20206
About the Company:
A Chartered Financial Planning Practice and Occupational Pension Specialist with clients situated across the South of England. Currently managing close to £13bn FUM with an emphasis on Long-Term Tax planning, Investment and Pension advice. Their aim is to be a leader in the financial planning sector, with a view to improving the standards of advice and for financial planning to become a recognised profession. Currently employing circa 40 employees who combine their knowledge and expertise to deliver a professional and technically competent service
Job Description:
The aim of the role is to provide an ongoing service to a growing client book, to maximise new business opportunities whilst providing highly professional and technical Long-Term Tax and Financial Planning services. All Financial Planners are provided with full paraplanning and administrative support, allowing the financial planner to focus on delivering exceptional service.
Key Skills/Experience Required:
All Financial Planners hold CII Chartered status, though candidates working towards level 6 will be considered and will be given training and support to achieve this. Due to the complex advice areas, the Financial planner will need to have a minimum of three years’ experience in a similar role with a strong performance record and will be able to demonstrate 'good advice’.
Salary/Benefits Information:
The salary on offer starts at £50,000 depending on experience, qualifications and record.
Excellent Company Benefits package including a non-contributory Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness and Death in Service · Generous holiday allowance · Corporate gym membership · Regular company social events · Charity days · Excellent culture, promoting employee wellbeing and engagement
Footnote
If your application is successful we will contact you to discuss the opportunity in more detail, within 72 hours of receiving your application.
Due to the overwhelming Application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.
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