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Independent Financial Advisor, to £60k Basic + Package + Client Portfolio + Paraplanning & Admin

Job LocationStirling
EducationNot Mentioned
Salary45,000 - 60,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Basic £45k- £60k + Package + flexible working + Paraplanning + Client Portfolio with all on-going feesResource Matters have been retained by this well known National Company to recruit an experienced Financial Planner. Our client provides regulated holistic financial planning advice to HNW clients. The Financial Planner will enjoy flexible working (homeor office), paraplanning support and a full client portfolio to build relationships with.Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their clients best interests by using a simple andtransparent fee structure and recognised European custodians.Its the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure.The role comes with a large client portfolio with all on-going advice fees, admin and paraplanning support.Your Qualifications:

  • Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
  • Genuine desire to provide a high standard of advice and service to clients
  • You are engaging and can connect with a wide array of audiences
  • Detailed knowledge of Investments, tax planning and Defined Contribution pensions.
Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143

Keyskills :
Financial AdviceFinancial PlanningInvestmentsPensionsIndependent Financial Advice

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Independent Financial Advisor, to £60k Basic + Package + Client Portfolio + Paraplanning & Admin Related Jobs

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