Financial Planner
3 days ago
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 Samantha.durbridge@idexconsulting.com
Financial Planner - £80,000 DOE – Hereford – 1 day/week in office
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