Financial Planner

5 days ago


Hereford, United Kingdom IDEX Consulting Ltd Full time

Financial Planner - £80,000 DOE – Hereford – 1 day/week in office


I'm currently partnered with a bespoke financial planning firm, who are looking for a Financial Planner to join their team in their Hereford office. This company holds an outstanding reputation, which sets it apart from their competition on the market, specialising in providing a premium service, they work with high net-worth clients with the focus on client longevity.


With a client bank supplied, this individual needs to have experience managing high net-worth clients, and have a successful history of being able to deliver a high quality service.


Requirements:

  • Minimum level 4 qualified is a must.
  • Experience of giving regulated advice and ideally CAS / SPS
  • Be able to demonstrate strong client service skills
  • Need to be passionate, proactive, and be able to self-motivate.


Perks:

  • 25 days annual leave + bank holidays.
  • An impressive 30% of all new business income.
  • Hybrid working – Just 1 day/week at either of their offices.
  • Discretionary bonus.
  • 6% pension contribution.
  • Wellbeing programme.
  • Death in service 4x gross salary.
  • Study support available to become Chartered.


The successful candidate will need to be relatively local to Cheltenham or Hereford and be Level 4 Diploma qualified, with a preference for Chartered.


If this role sounds like it could be for you, and you would like some more information please send your CV to


Financial Planner - £80,000 DOE – Hereford – 1 day/week in office


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