We are pleased to be working with a regional chartered financial planners which, due to expansion, currently requires an Independent Financial Advisor / Financial Planner to provide expert advice to their existing portfolio of HNW and Corporate clients.
The successful candidate will ideally be an experienced and independent Financial Planner (IFA) used to dealing with a range of clients. We seek a candidate who is atleast Level 4 / Diploma qualified and who has strong technical knowledge to include investment and pensions.
This role will be supported by our clients team of experienced and motivated Paraplanners / Administration staff who will be amongst other duties be responsible for report writing.
In return our client is looking to offer a competitive basic salary of £60-75k as well as an excellent benefits and bonus package.
Financial Planner in Coventry employer: Switch Recruitment Careers
As a leading globally recognised insurance company, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our multinational team offers unique opportunities to engage with complex clients while enjoying a competitive salary and an exceptional benefits package, including over 30 days of holiday and enhanced pension schemes, making us an excellent employer for those seeking meaningful and rewarding careers in the insurance sector.
Contact Details:
Switch Recruitment Careers Recruitment Team
