Financial Planner

3 weeks ago


Penn, United Kingdom Clark James Recruitment Full time

Clark James Recruitment are working with a highly professional firm of Independent Financial Advisers.

Due to further expansion our client are looking to appoint an experienced Financial Planner to join their team.

**Role**
- We are interested in hearing from top performing qualified Financial Planner, Financial Advisors/IFA’s/Wealth Managers who are looking to progress their career and advise our HNW clients.
- This is an opportunity for a successful and established Financial Planner with the full support of clients provided, process and systems, research and paraplanning support all in place.
- The role is predominately office based.
- This is an excellent opportunity to become an integral part of the business and help grow our local business
- Working with new and existing clients
- Financial planning services including wealth management, investments, pensions, IHT mitigation, retirement planning and personal protection
- Previous success working alongside accountants or other professional introducers
- Proven history of meeting targets and developing new business

**Package**
- The Company offers an excellent package dependent on experience
- Competitive salary £60k + bonus scheme
- 25 days holiday
- Company Pension Scheme
- Group Life insurance
- Cash plan