Financial Planner - Worcestershire. GBP45,000 all clients provided
A well capitalised & highly successful small Financial Planning company now has an immediate Financial Planning vacancy.
An existing client portfolio generating GBP70,000 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)taylorcourt.co.uk for fast-track CV applications