Employed Financial Planner

Heat Recruitment ,
Sheffield, South Yorkshire
More Details
Job Type: Full-time
Salary: £30,000 per annum

Overview

Our client is a bespoke, Independent Wealth & Financial Planners, based in Sheffield. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team and are keen for this to be someone with a strong background within planning and solid grasp of face to face advice. The Opportunity The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help take on a number of the company’s client's moving forward, alongside building and growing this bank further. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an excisting IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment. In this role, as mentioned, you will have the chance to work with a number of the firms existing connections, with all your leads provided via referrals and professional introducers, with a highly rewarding Salary and Benefits package with a particularly generous bonus scheme. What’s needed for me to be considered? Hold previous experience within an IFA / Financial Planning Practice Must be qualified to a minimum industry standard of Level 4 Diploma Qualified Previous experience dealing with High Net Worth Clients desirable but not essential A strong understanding of Pensions and Investment products advantageous

People also viewed