Senior Independent Financial Planner – HNW & Corporate

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

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.