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Chartered Financial Planner FPFS, APFS jobs in North East North Yorkshire Richmond Surrey South East


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Chartered Financial Planner FPFS, APFS

north east north yorkshire richmond surrey south east

The client is A well known and important firm of chartered Independent Financial Advisers who have the expertise to advise on and arrange investment and savings schemes and all forms of life and income protection insurance. They have particular knowledge in the field of pensions and are adept at dealing with even the most complicated pension issues or retirement planning challenges. With the expansion they are wanting to find and looking for an experienced I F A to provide on-going advice and support to the company s long established and wealthy clients. You will be offering constant reviews and identify opportunities to gain top-up business. You will need to be really good at building trust and used to offering financial planning advice to very wealthy job seekers. Key Requirements: Qualified as a Chartered Financial Planner Have a very personable nature, a positive sales manner motivated and driven You should be technically competent and have experience of offering a broad range of advice and you must also be able to build good working relationships with the company s clients. This is a great opportunity to be working with A well known and important firm with an excellent good name as they expand.

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