Financial Planner - Hessle - Salary to £75k

ZipRecruiter; Hessle; Hybrid; GBP 60,000 - 75,000; Full time

Job summary

An international financial planning and investment management firm is seeking an experienced financial planner to join its hybrid team in Hessle. In this dynamic role, you will manage an established portfolio of clients while receiving local administrative and paraplanning support. The ideal candidate will hold a CII Level 4 Diploma or equivalent and be working towards Chartered status. This is an exciting opportunity to contribute to a firm with £10B AUM, offering a competitive salary, bonus scheme, and flexible working arrangements.

Qualifications

• Must hold CII Level 4 Diploma or equivalent.
• Ideally working towards Chartered status.

Responsibilities

• Advise an established portfolio of clients.
• Provide local administration and paraplanning support.

Skills

Financial Planning

Investment Management

Client Advising

Education

CII Level 4 Diploma

Chartered Status (in progress)

Job description

Job Description

This / international financial planning and investment management firm with £10B AUM is currently seeking an experienced financial planner to join its team in Hessle.

In this hybrid role you will be given an established portfolio of clients to advise, local administration and paraplanning support.

You must be an experienced financial planner who holds CII level 4 Diploma status or equivalent and ideally hold or be working towards Chartered status.

Basic salary to £75k, bonus scheme and benefits, hybrid working available.