Vacancy Detail

Financial Planner

Recruit Wealth are currently representing a hugely successful and expanding national Financial Planning business who now seek to appoint a Financial Planner to take over a client bank through a recent acquisition.

This advisory opportunity is aligned to their Chorley offices servicing existing clients. The client activity you will inherit will be discussed with us on application but you will begin with quality clients that are already being looked after on an annual basis.

The business offers on going training, coaching, alongside further business development support and in house compliance with paraplanning. The company are very well known for offering a leading independent proposition with an excellent holistic approach at the forefront of everything they do.

You will possess good all round knowledge of Investments, Pensions and associated products and be able to confidently deal with private client individuals. The business is open to a tied/restricted or independent background in terms of previous advisory experiences.

Diploma Level 4 is essential of course to be considered for the role with the ability to evidence an advisory track record.

This opportunity is employed only with a highly achievable bonus package so a good OTE is available.

Due to the company having existing clients and on-going enquiries no client bank will be required.

Home/Office/Hybrid working is being offered but you must be able to commute to Chorley for internal meetings or client meetings when requested.

We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.

Location: Chorley, Lancashire | Salary: 45000 - 85000 per | Job type: Permanent | Posted: 11/01/2023