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Chartered Financial Planner

Heat Recruitment Ltd
Leeds, West Yorkshire, United Kingdom
Competitive Salary
Closing date
Sep 23, 2022

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Job Role
Contract Type
Full Time
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This is a privately owned Chartered financial planning and wealth management firm that specialises in Private and Corporate financial advice to a diverse range of HNW clientele. Due to their highly reputable service this firm is growing from strength to strength, making now the ideal time to join the firm and take the next step in your career.

The Opportunity

Due to expansion, this firm is now looking to welcome a Chartered Financial Planner to the team to look after existing, high net worth clients. This position will have you advising High Net Worth clients through all of their monetary needs, from pensions and investments to cash flow planning, whilst in a part time, flexible working position.

The firm are looking to triple their lead generation and resultingly want a hungry planner to join the team to assist converting these leads into new business.

What's needed for me to be considered?

* Hold Chartered Level 6 status

* Previous experience of advising High Net Worth clients.

* Strong knowledge of investment services and products

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms

Chartered Financial Planner, Chartered Paraplanner, Paraplanner, Financial Planner, Para-planner, Report Writer, Adviser Support, Financial Planning Technician, IFA Support, Technical Support, Chartered Para-Planner
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