Financial Planner
Croydon
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
- Be able to work to deadlines
- Be self and money motivated
- Provide expert knowledge advice on investment, pension and protection advice
- 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.
Michael PageSevenoaks, 13 mi from Croydon
About Our Client
Senior Financial Planner required for Kent based Housing Association. You will be responsible for the production of the Group Business Plan to include production of scenarios and sensitivities and the FFR, and the Group Cashflow...
City of London, 11 mi from Croydon
Robert Half are exclusively partnering with a growing Private Equity firm based in London, to recruit an experienced and dynamic Financial Planning Analyst.
They are offering a very competitive package: base salary (DOE) between £80,000 to £100,000...
Ben Recruitment LtdBromley, 5 mi from Croydon
Planner (BR13)
Description
We are seeking a motivated and detail-oriented Planner (BR13) to join our dynamic team. In this role, you will play a crucial part in the planning and execution of various projects, ensuring that all activities align...