Chartered Financial Planner

Our client is an independent firm of Chartered Financial Planners specialisign in holistic financial planning including pensions, investments, tax planning, mortgages and protection. As part of a wider professional services company, they have excellent internal relationships and shared clients to advise, whilst contributing to the ongoing growth of the firms client book.

They are looking for a Chartered Financial Planner (CII) who can look after their client base around Essex. There is an Essex office so you can work out of Essex or London, but time spent Essex on a weekly basis meeting clients and generating new business through external introducers will be required.

Requirements

• CII Chartered, or will be within the next few months.
• 2+ years experience advising clients
• A strong sales record, proven experience of developing new business from new and existing clients
• Holistic financial planning experience with technical knowldedge of pensions, investments and tax planning.

Our client offers a comprehensive corporate benefits package as well as bi-annual salary reviews and a flexible hybrid working policy.