Senior Financial Planner
6 days ago
Company Overview:
At Job Switch Ltd, we are seeking a seasoned Senior Financial Planner to join our team. As an independent financial advisor, you will be responsible for providing expert financial guidance to clients and helping them achieve their long-term goals.
Estimated Salary: £60,000 - £80,000 per annum
Job Description:
- We are looking for a fully qualified IFA (Level 4 minimum) who is self-employed and has the ability to generate their own leads or work with us to access a portfolio of clients.
- The ideal candidate will have a strong understanding of personal finance and be able to communicate complex ideas in a clear and concise manner.
- As a senior financial planner, you will be responsible for building relationships with clients, understanding their financial needs and goals, and developing customized plans to help them achieve success.
- You will also have the opportunity to work with a variety of clients, including individuals, families, and businesses, and help them navigate the complexities of personal finance.
- We offer flexible working arrangements, including the option to work from home or one of our offices located in Ashby, Chingford, St Albans, or Billericay.
Required Skills and Qualifications:
- Fully qualified IFA (Level 4 minimum)
- Chartered status is desirable but not essential
- Self-employed with a proven track record of generating leads
Benefits:
- A competitive salary ranging from £60,000 to £80,000 per annum
- The opportunity to work with a variety of clients and build a loyal client base
- Flexible working arrangements and the option to work from home
- Ongoing training and support to help you develop your skills and knowledge
Others:
Please note that discussions regarding split fees and other compensation arrangements will take place at the interview stage. We are looking for a motivated and experienced financial planner who is passionate about delivering exceptional results for our clients.
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