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Thomas George Selection
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Coventry, West Midlands
Independent Financial Advisor
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
Independent Financial Advisor / Financial Planner - Coventry - Employed - HNW Clients A trusted financial and wealth management planning firm have an opportunity for a Financial Planner to service Coventry. My client is well-established with an excellent regional reputation. They offer tailored solutions to mass affluent and HNW clients in investments, cash flow modelling, retirement planning, tax efficiency and estate planning. Independent Financial Advisor - Opportunity This opportunity will manage an existing portfolio of clients and professional introducer relationships. There is no requirement to bring an existing book of clients although any client relationships will be welcome. Operating out of local modern client-friendly offices this role will benefit from full 121 support from a young and dynamic back office team. All administration, paraplanning and compliance will be provided. This is an employed opportunity offering excellent progression and earnings potential. Independent Financial Advisor - Requirements This opportunity is ideally suited to an experienced financial adviser/ planner seeking exposure to high value clients and be part of a highly reputable vibrant team. Diploma level 4 or above essential. Independent Financial Advisor - Package Salary £35,000 - £60,000 dependant on knowledge and experience Full benefits package - Posted by Keith Enright at Thomas George Selection Please visit tgselection.com for a selection of careers in Financial Services. - Confidentiality will be applied at all times. We will be in touch if your application has been successful within 3 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion. Your details may be retained in connection with future opportunities.