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Chartered Financial Planner - 1800190
N/A, GBR
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My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK. They have been established for over 40 years and despite their expanding size and growth. They are looking for multiple Independent Financial Planners across the country to help the business grow.


You will have full use of the Administration and Paraplanning team, to make sure that a high level of customer service is offered at all times. Also all leads are given, therefore the candidate is not expected to bring any clients at all!


In addition, this role is an uncapped earnings potential OTE - £70,000/£80,000


The Independent Financial Adviser will carry out the following:


Attend regular meetings with the technical team and colleagues.

Expand the customer base through referrals and direct contact.

Complete all documentation required by the business.

Act in accordance with the FCA Code of Conduct for company representatives.

Skills and experience:


Ability to build / maintain strong customer relationships.

Professional approach.

Drive and determination to succeed.

Strong communication skills.

Working knowledge of computer systems.



Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

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