Financial Planner
Poole
Basic Up to £60k + Package + Paraplanning + Clients & Lead Generation
Resource Matters have been retained by this well known Accountancy firm to recruit a Financial Planner for their Wealth Division. Due to considerable growth and expansion plans this large Accountancy firm are looking to recruit a Financial Planner to help develop the business in the local region.You will provide full financial planning advice to business owners and private clients including running pensions clinics & promoting financial education.
The Financial Planner role comes with full client support, full admin & Paraplanning support and it's a superb opportunity to develop your career.
Your Qualifications for the Financial Planning role:
- Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
- Genuine desire to provide a high standard of advice and service to clients
- You are articulate with excellent communication skills.
- Good knowledge of Investments, tax planning and Defined Contribution pensions.
Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Bournemouth, 5 mi from Poole
Basic Up to £60k + Package + Paraplanning + Clients & Lead Generation
Resource Matters have been retained by this well known Accountancy firm to recruit a Financial Planner for their Wealth Division. Due to considerable growth and expansion plans...
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