Senior Financial Planner

Recruiter
Professional Recruitment
Location
Cornwall
Salary
£35,000 per annum + bonus, car allowance and benefits
Posted
07 Jun 2017
Expires
23 Jul 2017
Sector
Accounting
£35k basic bonus, car allowance and benefits Our client is a very well respected, award winning firm of Financial Planners based in the South West. Due to the imminent retirement of an experienced IFA with a faithful client portfolio, based throughout Cornwall , they are looking to recruit an experienced IFA. You will be part of a very successful organisation that prides itself on an intelligent and experienced approach to the changing markets and client needs. They provide a transparent trusted service to their clients. As a Financial Planner/IFA your main priorities will include: Maintaining the existing portfolio of clients and providing comprehensive financial planning to them. Providing advice across the full range of financial services – pensions, investments, estate planning and protection. Developing professional connections Experience and knowledge of full holistic financial planning, rather than just selling financial products, is essential. Excellent knowledge in all product areas, a professional manner and the ability to forge local connections are also needed. Ultimately the company are looking for a like minded Financial Planner where the customer goals come first and someone who embraces the future route of financial services in the UK . This job was originally posted as www.totaljobs.com/job/74235596

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