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.
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Financial Planner in Coventry employer: Switch Recruitment Services Ltd
Join an award-winning SIPP provider and wealth management business that prioritises employee growth and development. With a supportive work culture, you will enjoy a competitive salary, enhanced pension, and generous holiday allowance, all while working in a collaborative environment that values your contributions and fosters professional advancement.
Contact Details:
Switch Recruitment Services Ltd Recruitment Team
