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Thomas George Selection
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Coventry, West Midlands
Financial Planner
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
Financial Planner - Coventry - Employed -HNW Clients A trusted financial and wealth management planning firm have an opportunity for a Financial Planner to manage clients in Coventry. My client is well-established with an unrivalled regional reputation. They offer tailored solutions to mass affluent and HNW clients in investments, cash flow modelling, retirement planning, tax efficiency and estate planning. Financial Planner - Opportunity This position will service and develop existing clients and network with established professional introducer relationships that include legal and accountancy connections in the Coventry and surrounding areas. Operating out of local impressive client-friendly offices this role will receive full 121 support from a capable and dynamic back office team. All administration, paraplanning and compliance will be provided. Financial Planner - Requirements This opportunity is ideally suited to an experienced financial adviser/ planner seeking to improve fee earning potential and somebody who is comfortable dealing with to high value clients. A good understanding of financial planning is essential. Knowledge of retirement planning, investments and tax efficient planning is preferred. Diploma level 4 or above essential. Financial Planner - Package Salary £35,000 - £55,000 This is an employed opportunity with competitive salary, regular bonuses and benefits package. Uncapped earnings and progression - Posted by Keith Enright at Thomas George Selection Please visit tgselection.com for a selection of careers in Financial Services. - Confidentiality will be honoured 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.