Financial Planner

Heat Recruitment Ltd • Other • Hertfordshire, Not Specified, United Kingdom • 20h ago

Our client is a Bespoke Financial Planning practice based in Bishop's Stortford. They specialise in providing unique and bespoke advice to private and corporate clients. Having a highly successful joint legal venture, our client ensures they provide only the highest standard of advice on the market.

This is a fantastic opportunity for an experienced Financial Planner to take on clients of the business from day one. Most clients come into the office although some are virtual. When you do have client meetings out and about, all expenses are covered. You will benefit from paraplanning and compliance support.
There is no pressure on new business targets as there is already a client bank, of course, if this is part of the job you enjoy then this can be discussed.

Benefits:

70,000, negotiable
Client bank from day one
Busy, full office with a great culture
Part-time or Full-time hours
Annual bonus scheme (very lucrative)
Contributory pension
DIS
Private Health Cover
Salary sacrifice schemes (cycle to work and electric car scheme)
Social events throughout the year
Charity events
Health & wellbeing programme
Career development

What's next?

If you are already an experienced Financial Adviser looking for a new home, please apply today to be considered for this opportunity. Additionally, refer a friend or colleague to us and receive 200 if we assist them in securing a new career.

Job Synonyms: Financial Adviser, Financial Planner, Adviser, Financial Service Adviser, Wealth Manager, IFA

Apply directly