Financial Planner - Worcestershire £45,000 all clients provided

Taylor Court Search & Selection Ltd
Holberrow Green
£30,000 per annum
27 Jul 2017
22 Aug 2017
Contract Type
Full Time

A well capitalised & highly successful small Financial Planning company now has an immediate Financial Planning vacancy.

An existing client portfolio generating £70,000 in ongoing revenue will be offered, alongside a number or professional introducer connections that need developing further. Clients are sited throughout Worcestershire, south to Gloucester, Warwickshire down to Oxfordshire.

  • This is an investment/pension focused CF30 authorised financial planning position & level 4 is required.
  • Our client will consider highly motivated level 4 qualified Junior/Trainee IFA's / Paraplanners or Mortgage Advisers for this position who want to quickly make the progression/next step to a busy & rewarding Investment/Pension focused role.

Applicants from a banking/bancassurance background are also invited to apply.

Our client adopts a 'lifestyle' financial planning approach for their clients who are usually HNW families & inherited wealth, solicitors/legal, company owners/business directors, entrepreneurs

Refer to our website for further/contact details

Taylor Court Search & Selection Ltd.

info(at) for fast-track CV applications