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Employed Financial Planner

3 months ago

Southport, United Kingdom Ortus PSR Full time

This is an excellent opportunity at a bespoke financial planning firm, based in the heart of Southport. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team.

**The Opportunity**

The opportunity here is for a Financial Adviser, with a professional and level-headed approach to come in and help take on a number of the company’s client's moving forward, alongside building and growing this bank further.

This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an excising IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment.

In this role, as mentioned, you will have the chance to work with a number of the firms existing connections, with all your leads provided via referrals and professional introducers, with a highly rewarding Salary and Benefits package

**Skills**:

- Hold previous experience within an IFA/Financial Planning Practice
- Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
- Previous experience dealing with High Net Worth Clients desirable but not essential