Junior Financial Planner
Croydon
We are recruiting for a highly regarded financial planning organisation who are recruiting a junior adviser to join the team. The role is to manage a book of existing clients on behalf of the business and ensure the clients receive an excellent level of service.
You will be home based and you required to pro-actively engage with the existing clients of the business and service their financial planning requirements. there will be occasional visits to the client homes or office to meet clients in person as required.There will also be occasional company team meetings however these will be infrequent.
Your experience will be in financial services - either as a client facing paraplanner or as a financial adviser looking for an environment with clients provided and given the opportunity to focus on giving advice.
There is a salary of up to £50,000 plus benefits and also a bonus opportunity.
London, 10 mi from Croydon
Financial Planner
Remote - UK wide
OTE £100,000+
An award winning Wealth Planning firm based is looking to appoint experienced Financial Planners. The role has arisen due to the firm's expansion and is a fully remote position.
This role...
Nova WealthLondon, 10 mi from Croydon
it feels like to receive financial advice.
What you’ll be doing:
• Creating new business opportunities leveraging our embedded lead generation channels to build your own book of new clients.
• Providing holistic financial advice with a financial planning...
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...