Switch Recruitment Services Ltd is pleased to partner with a regional chartered financial planning firm seeking an Independent Financial Advisor / Financial Planner to service an existing portfolio of high-net-worth and corporate clients.
The successful candidate should be Level 4 / Diploma qualified with strong technical knowledge in investments and pensions, and will be supported by a team of paraplanners and administration staff who handle report writing.
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Independent Financial Advisor for HNW Portfolios & Pensions 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
