Financial Planner: Client Bank Provided
Posted 1 week ago by Hays
£45,000 Per year
Undetermined
Undetermined
Cheshire West And Chester, England, United Kingdom
Summary: This role is for a Financial Planner/IFA at a reputable firm, offering a client portfolio from the start and ongoing support. The position is ideal for those early in their advisory career or recently qualified, providing holistic financial planning advice. The company promotes an inclusive culture and offers comprehensive back-office support. The role includes competitive compensation and benefits, including study support for attaining Chartered status.
Key Responsibilities:
- Provide holistic financial planning advice tailored to clients' needs.
- Identify further client needs in their best interests.
- Utilize full back-office support, client support, and paraplanning.
Key Skills:
- Minimum Level 4 Diploma qualified; Chartered status desirable.
- Strong technical knowledge in financial planning, particularly in investments and pensions.
- Experience as a Paraplanner is considered for those stepping into an advisory role.
Salary (Rate): £45,000.00 yearly
City: Cheshire West And Chester
Country: United Kingdom
Working Arrangements: undetermined
IR35 Status: undetermined
Seniority Level: Mid-Level
Industry: Finance
Your new company Due to continued growth, an excellent opportunity has arisen for a Financial Planner / IFA to join a highly reputable and growing business. A client portfolio will be provided from the outset with further clients and leads provided going forward. Inclusive and supportive working culture. This is an excellent opportunity for an adviser in the earlier stages of their advisory career or recently qualified.
Your new role Employed role providing holistic advice across the full range of financial planning tailored to clients' requirements and identifying further needs in the clients' best interests. Full back-office support, client support and paraplanning.
What you'll need to succeed Essential to be minimum Level 4 Diploma qualified, Chartered desirable, technically strong in financial planning, particularly in the areas of investments and pensions. Consider an experienced Paraplanner seeking to step into an advisory role.
What you'll get in return Highly competitive basic salary plus 12-monthly incentive, pension, life cover, private medical cover, study support to attain Chartered. This is a very good opportunity to join a quality firm with excellent long-term prospects.
What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
Desired Skills and Experience Financial Adviser Financial Planner Chartered Financial Planner Wealth Adviser Wealth Planner Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk