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Chartered Financial Planner

CAPIO RECRUITMENT LIMITED
Job LocationLeeds
EducationNot Mentioned
Salary£50,000 - £60,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

JOB TITLE: Chartered Financial PlannerSALARY: £50,000 - £60,000 + BonusLOCATION: LeedsThis is a superb opportunity to work for a highly regarded, National Wealth Management Firm that provide a tailored, client-centric service based out of the Leeds Office. They are an established business that provide a full Financial Planning and Investment Management service and after the retirement of an exisiting memeber of staff, this firm are aiming add another Chartered Professional to their Financial Planning team.Due to increasing numbers of referrals from strong relationships with exisiting clients and the reitrment of an exisiting memeber of the team there is a large client base availablle for the succesful applicant to help with the provision of technical advice to a diverse mix of mass afluent clients.Required Experience

  • Level 6 Chartered Status or close to this.
  • Experience of providing a bespoke, holistic Financial Planning Advice to HWN clientele.
  • Strong understanding and technical knowledge, particularly around pensions and investments.
  • Ability to convert, develop and manage professional relationships
  • Working knowledge of Adviser Office (IRESS) preferred (Training will be given)
  • Excellent interpersonal skills - both written and verbal
  • Competent Advisor Status (Essential)
    • How to ApplyIf you would like to be considered for this position, please hit the apply button below and attach a copy of a CV to have an informal chat with us regarding the role. Required skills
  • Advisor
  • Chartered
  • Financial Planning
  • Holistic
  • IFA

    • Keyskills :
    Advis Chartered Financial Planning Holistic IFA

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