Salaried Wealth Advisory Chartered Financial Planner
- Recruiter
- Clements Grey Ltd.
- Location
- Birmingham
- Salary
- 50000.00 - 55000.00 GBP Annual
- Posted
- 24 Feb 2017
- Closes
- 01 Mar 2017
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Clements Grey has engaged with a key Financial Services client based in the West Midlands, who are looking to recruit a Chartered Financial Planner. This is an outstanding opportunity for a Chartered Financial planner to join a bespoke Finance Practice.
This position offers a real opportunity to lead a growing business with an outstanding reputation working with high net worth individuals. You will be working with high net worth individuals offering holistic life planning advice.
Working with 3 other Chartered Financial Planning you will have extensive experience of working with high net worth individuals and ideally have an existing portfolio of clients or experience in creating new portfolios of clients.
The ideal candidate will have outstanding cash flow planning experience, offering clients forecasting advice on goals and future plans. Client values and client goals are of the most importance to this bespoke financial planners.
Offering a straightforward set of core values surrounding honesty and openness, you will be expected to embrace this culture and as a senior member of staff cascade this throughout the business.
The ideal candidate must be have Chartered status and will ideally be highly qualified in all areas of Financial Advice. You will have strong stakeholder engagement, with excellent relationship building skills.
Package
Salary of GBP55,000 plus a comprehensive benefits package, company pension scheme, and potential management buy - out opportunities.
This is an exciting opportunity to join a high growth business, who offer an outstanding opportunity to lead and grow this high value business.
Interviewing now!
This position offers a real opportunity to lead a growing business with an outstanding reputation working with high net worth individuals. You will be working with high net worth individuals offering holistic life planning advice.
Working with 3 other Chartered Financial Planning you will have extensive experience of working with high net worth individuals and ideally have an existing portfolio of clients or experience in creating new portfolios of clients.
The ideal candidate will have outstanding cash flow planning experience, offering clients forecasting advice on goals and future plans. Client values and client goals are of the most importance to this bespoke financial planners.
Offering a straightforward set of core values surrounding honesty and openness, you will be expected to embrace this culture and as a senior member of staff cascade this throughout the business.
The ideal candidate must be have Chartered status and will ideally be highly qualified in all areas of Financial Advice. You will have strong stakeholder engagement, with excellent relationship building skills.
Package
Salary of GBP55,000 plus a comprehensive benefits package, company pension scheme, and potential management buy - out opportunities.
This is an exciting opportunity to join a high growth business, who offer an outstanding opportunity to lead and grow this high value business.
Interviewing now!