Financial Planner

Title: Financial Planner

Salary: 60-65k + 25% bonus after validation

Location: Remote but must be based in the South of England

Our client is an independent financial advice and wealth planning company based in South London. They advise on both personal and business financial solutions, you will be provided with a client list as well as an bringing some of your own business along. You will be part of a friendly and social team with no micromanagement, so you will be fully supported to excel within the company as a Financial Planner.

They are looking for a Financial Planner with the following experience;

• Level 4 diploma qualified or equivalent as a minimum
• MUST have CAS
• Minimum 2 year as a Financial Planner

To become a Financial Planner you must;

• Be able to work to deadlines
• Be self and money motivated
• Provide expert knowledge advice on investment, pension and protection advice

Benefits you will receive as a Financial Planner;

• Clients provided ready to service
• Flexibility of working from home or in their Croydon office
• Admin & paraplanning support

If you are interested in this position and meet the minimum requirements, please apply and we will be in touch to discuss further. Any applications that don't meet the minimum requirements will be automatically rejected.