Financial Planner

Recruiter
Specialist Financial Recruitment Limited
Location
Faversham
Salary
£45,000 per annum
Posted
23 Apr 2019
Closes
23 Apr 2019
Ref
1110197640
Contract Type
Permanent
Hours
Full Time
Our client is a prestigious, long established, boutique Wealth Management IFA practice, with Chartered Financial Planner status, based in lovely offices near Faversham. The firm is one of the leading IFA practices in the region & due to continued growth, they are seeking to appoint an additional IFA, on an employed/salaried basis . Upon joining, you will be given a bank of quality clients to manage & develop and you will build on this via introductions from the firm’s professional introducers & by developing/bringing in new clients from your own efforts & resources. You will receive full administration & paraplanning support , utilising the latest technology in research and client management, allowing you to spend 100% of your time advising clients & developing new clients . Candidate profile: Experienced/successful Adviser, from an IFA or tied background Qualified & authorised to advise (Level 4 Diploma or above, CAS/SPS) Technically strong in Investment, Pensions & IHT planning Chartered or progressing towards Chartered would be desirable Excellent relationship manager Well organised & highly motivated to succeed High level of integrity Proactive & energetic, with excellent business development skills Well presented, articulate, professional & personable Living within commuting distance of the office

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