Switch Recruitment Services Ltd is partnering with a regional chartered financial planners to appoint an Independent Financial Advisor/Financial Planner for Coventry. The role focuses on servicing an existing portfolio of HNW and corporate clients and delivering expert advice.
The successful candidate should be Level 4 / Diploma qualified with strong investments and pensions knowledge, supported by paraplanners and admin staff, plus a competitive salary and bonus package.
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Senior Independent Financial Planner – HNW & Corporate 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
