Chartered Financial Planner

Award winning IFA company

Location: Taunton

Basic: up to £80,000 basic, great defined bonuses, benefits and car allowance. Your earnings will increase year on year, by your personal performance

Additional benefits:

Benefits will include a contributory staff pension scheme, £400 per month car allowance, expenses, laptop & phone. Plus personal study, training & development. This is a really great place to work and proud to be associated with

Overview 

This is a company that is a joy to recruit for. They are a genuine success story post RDR. Their culture is very down to earth, supportive and honest. It’s a really ethical company who genuinely looks after its people and clients

With funds under management in the billions, this is a cash rich, highly profitable company, who is very stable. This company has an incredibly low churn rate of employees (people stay as they are happy and valued) and I am recruiting for this company due to growth

People really enjoy working here – does this sound like you? 

You will need to be

  • Passionate about putting clients’ needs front and centre of what you do
  • Thrives in developing tailored and lasting relationships with your clients and their wider families
  • Prides yourself in delivering unbiased solutions that your clients can be confident in
  • Someone who enjoys learning and growing as a Financial Adviser
  • Either Bancassurance or IFA Financial Advice background
  • Chartered qualified

They will provide you with 

  • Genuine lead generation
  • Complete level 6 technical specialist support and research (enabling you to have more time focusing on the fun stuff, being in front of clients)
  • State of the art back-office system to manage client records
  • Holistic advice (non-restricted)
  • Flexibility to work from home, at your own pace, with the support of a very successful whole of market IFA company
  • Support with your own personal development
  • Low charges for the clients, the clients really come first
Interested?

To apply for this role, please use My Application, or alternatively, email your CV to [email protected]

Truestar Talent actively supports your career and our clients, specialising in recruiting for financial services industry

Passionate in finding the right long term happy homes, it’s about matching like-minded people to the right cultures

With a 95% success rate, we are fervent about creating great candidate experiences and championing quality clients in our industry

We are personally interested in you

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