Working on behalf of a highly reputable and award-winning practice of Chartered Advisers, we are seeking an experienced Financial Planner to join their team in Horsham.
Working as Financial Planner, you will be reporting to the director, generally working from the office, with the odd requirement to meet clients’ at their homes or places of work, expected to provide holistic financial planning advice, including investments, pensions, mortgages and protection to a range of clients.
This is an exciting opportunity for an experienced financial adviser to join and advice firm on an employed basis, and although could suit an experienced Chartered Adviser, could also easily an adviser with 2 years’ experience working in a bank assurance environment.
This is an excellent opportunity for someone with detailed technical knowledge and the ability to provide high quality financial planning advice, along with having excellent knowledge of products and prioritisation.
You will be provided with clients to service and have the ability and desire to grow the client bank through networking and referrals. You will also receive comprehensive compliance and administration support.
To be considered for this role, you will hold the Level 4 Diploma in Financial Planning at least, and have a minimum of 2 years’ experience in a similar role. You will have the ability to demonstrate positive attitude and behaviour and a flexibility to take on feedback to develop new skills and ways of working It is essential you also have thorough understanding of the Compliance, Legal, Statutory and Regulatory aspects impacting upon this area.
Liability and Disclaimer
The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.
All applications received will be dealt with in the strictest confidence
Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities