Delighted to be working on behalf of one of the UK’s leading Wealth Management firms, we are seeking to speak with Financial Planners in the Chelmsford area.
Our client are a multi-award winning, boutique wealth management firm with a team of experienced Chartered Financial Planner who aim to deliver bespoke, sound, quality and independent advice to help clients achieve their financial goals and objectives.
Working as Financial Planner, you will be reporting to the head of the Financial Planning Department, responsible for servicing a number of prestigious clients and building a successful client bank. You will be provided with a certain amount of leads, however will be responsible for generating and sourcing your own clients through referrals.
You will have experience working as a financial planner, providing holistic financial advice and being able to remain competent and professional at all times, confident with going to attend client meetings. You will be at least level 4 Diploma qualified although working towards Chartered status would be highly advantageous.
This is a fantastic opportunity to join a forward-thinking practice who can offer a fast-paced and successful role. The role will suit an ambitious and career driven individual who is either working in a whole of market IFA, restricted environment or bancassurance.
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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.