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Switch Recruitment
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Stevenage, Hertfordshire
Chartered Financial Planner
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Job Type: Full-time |
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Salary: £40,000 per annum |
Overview
We are pleased to be working with this expanding chartered financial planners which, due to expansion, currently requires an Independent Financial Advisor / IFA to provide expert advice to their existing database of HNW and Corporate clients. The candidate should be an experienced IFA used to dealing with a range of HNW and corporate clients. We seek a candidate who is Chartered and has strong technical knowledge to include tax and pensions and a flexible and mature work ethic and having gained a number of years experience at this level. This role will be supported by our clients team of experienced and motivated Paraplanners / Sales Support staff who will be amongst other duties be responsible for report writing. In return our client is looking to offer a competitive basic salary as well as an excellent benefits and bonus package including pension contribution, DIS, PHI etc.