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Financial Planner - Chartered IFA Firm - Client Bank Provided - Hampshire

Key Job Features

Job Type: Permanent
Reference: TS/893882
Location: Hampshire
Salary: £45k - £60k

Details

We are representing a well-established, Chartered Financial Planning firm with an enviable reputation of building strong, respectful client relationships and providing quality independent advice. 

Due to continued growth, our client is seeking a driven Financial Planner to take over the advisory responsibility of an existing client bank, valued at c. £150,000 recurring annual income, while bringing new clients to the firm. Full paraplanning and administration support will be provided.

This opportunity will suit an ambitious Financial Planner, who is Chartered or studying towards, that wants to work with a forward-thinking firm that shares their ambition and is keen to progress their career and accept increased responsibilities. The successful candidate will be a driven, articulate and personable team player with the ability to offer full holistic financial planning advice, with experience of using cashflow modelling software.

If you are interested in finding out more, please email your CV to cv@paulharpersearch.co.uk or call 01761 252 538 and ask for Tim Terrell.

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