Financial Planner

Switch Recruitment Services Ltd; Coventry; Vor Ort; GBP 60.000 - 75.000; Vollzeit

Benefits dieser Stelle

Bonus package

Zusammenfassung

Switch Recruitment Services Ltd is partnering with a regional chartered financial planners to appoint an Independent Financial Advisor/Financial Planner for Coventry. The role focuses on servicing an existing portfolio of HNW and corporate clients and delivering expert advice.

The successful candidate should be Level 4 / Diploma qualified with strong investments and pensions knowledge, supported by paraplanners and admin staff, plus a competitive salary and bonus package.

Qualifikationen

• Level 4 / Diploma qualified in financial planning.
• Strong knowledge of investments and pensions.
• Experience advising HNW and corporate clients.

Aufgaben

• Provide expert independent financial advice to HNW and corporate clients.
• Collaborate with paraplanners and administration staff on report writing.
• Develop and manage long-term client relationships in Coventry.

Kenntnisse

Financial planning

Client relationship management

Investments knowledge

Pensions knowledge

Ausbildung

Level 4 / Diploma in Financial Planning

Tools

Financial planning software

Jobbeschreibung

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.