Chartered Financial Planner

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