Financial Planner

Switch Recruitment Services Ltd; Coventry; On-site; GBP 60,000 - 75,000; Full time

Benefits offered by this job

Bonus package

Excellent benefits

Job summary

Switch Recruitment Services Ltd is pleased to partner with a regional chartered financial planning firm seeking an Independent Financial Advisor / Financial Planner to service an existing portfolio of high-net-worth and corporate clients.

The successful candidate should be Level 4 / Diploma qualified with strong technical knowledge in investments and pensions, and will be supported by a team of paraplanners and administration staff who handle report writing.

Qualifications

• Level 4 / Diploma qualified
• Strong technical knowledge in investments and pensions

Responsibilities

• Provide expert financial advice to a portfolio of HNW and corporate clients.
• Support report writing with paraplanners and administration staff.”

Skills

Investment knowledge

Pensions knowledge

IFA experience

Education

Level 4 / Diploma

Job description

We are pleased to be working with a regional chartered financial planners which, due to expansion, currently requires an Independent Financial Advisor / Financial Planner to provide expert advice to their existing portfolio of HNW and Corporate clients.

The successful candidate will ideally be an experienced and independent Financial Planner (IFA) used to dealing with a range of clients. We seek a candidate who is atleast Level 4 / Diploma qualified and who has strong technical knowledge to include investment and pensions.

This role will be supported by our clients team of experienced and motivated Paraplanners / Administration staff who will be amongst other duties be responsible for report writing.

In return our client is looking to offer a competitive basic salary of £60-75k as well as an excellent benefits and bonus package.