Wealth Planner

Recruiter
Confidential
Location
Chelmsford
Salary
Commission (FY OTE GBP50k) Laptop
Posted
03 Nov 2021
Closes
01 Dec 2021
Sectors
Accountancy
Contract Type
Permanent
Hours
Full Time
My client, a thriving Independent Financial Services business in Chelmsford, is looking to recruit an experience Wealth Planner to help support a rapidly expanding portfolio of clients.

Role & responsibilities:

They need a CII Level 4 qualified Financial Adviser to join their Client Services Advice Team for an office-based role, providing client facing and telephone based financial advice.

They are an established and successful team of Independent Financial Advisers based in beautiful green surroundings on the outskirts of Chelmsford in Essex. They are a small and friendly firm. Their clients are at the heart of everything they do.

Responsibilities

Making recommendations to clients on Investments, Pensions and Protection policies
Carrying out Annual reviews with existing clients
Post-Advice account management
Access to new leads
Marketing, IT, Admin, back office support and full Paraplanning providedQualifications & Experience:

Candidate must be CII Level 4 qualified

Preferred Skills:

Strong business development ability required and hunger to generate new business whilst treating customers fairly and demonstrating excellent ethics.

If this is of interest, please get in touch asap

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