Financial Planner - Redcar - Salary to £75k

ZipRecruiter; Redcar; Hybrid; GBP 50,000 - 75,000; Full time

Job summary

An international financial planning and investment management firm is seeking an experienced financial planner in Redcar. This hybrid role offers an established portfolio of clients, local support, and a competitive salary of up to £75k, alongside a bonus scheme and additional benefits.

Qualifications

• Experienced financial planner with CII level 4 Diploma or equivalent.
• Ideally hold or working towards Chartered status.

Responsibilities

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

Skills

Client Advising

Financial Planning

Education

CII Level 4 Diploma

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 Redcar.

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.