Financial Planner
- Recruiter
- Confidential
- Location
- Kendal
- Salary
- GBP4,800 to GBP8,500 Car Allowance
- Posted
- 18 Jun 2021
- Closes
- 16 Jul 2021
- Sectors
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
Financial Planner role - leading IFA Wealth firm
My client is a family orientated and bespoke IFA Wealth practice and are looking to recruit an experienced Independent Financial Planner (IFA) to join a successful team at their Kendal office.
An existing client base, full Administrative/Paraplanner support & help to pass further exams beyond Level 4 Diploma in Financial Planning are all on offer with this rare opportunity.
A competitive salary package of between GBP25,000 to GBP50,000 is also achieved with this role and Car Allowance of between GBP4,800 to GBP8,500 is a welcomed addition to the salary, dependent on level of experience, FUM, qualifications...
Ideally you'll have at least 2 years experience as an Independent Financial Adviser, hold CAS - Competent Adviser Status, Level 4 Diploma to be considered the salary threshold. As there are different pay scales, if you have further experience, FUM, qualifications up to over 15 years, this might offer the upper end of the salary/car allowance.
Either way, if you are qualified, CAS status, Diploma + candidate, click and apply, as a short list is being drawn up for this sought after opportunity
My client is a family orientated and bespoke IFA Wealth practice and are looking to recruit an experienced Independent Financial Planner (IFA) to join a successful team at their Kendal office.
An existing client base, full Administrative/Paraplanner support & help to pass further exams beyond Level 4 Diploma in Financial Planning are all on offer with this rare opportunity.
A competitive salary package of between GBP25,000 to GBP50,000 is also achieved with this role and Car Allowance of between GBP4,800 to GBP8,500 is a welcomed addition to the salary, dependent on level of experience, FUM, qualifications...
Ideally you'll have at least 2 years experience as an Independent Financial Adviser, hold CAS - Competent Adviser Status, Level 4 Diploma to be considered the salary threshold. As there are different pay scales, if you have further experience, FUM, qualifications up to over 15 years, this might offer the upper end of the salary/car allowance.
Either way, if you are qualified, CAS status, Diploma + candidate, click and apply, as a short list is being drawn up for this sought after opportunity