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Financial Planner - Redcar - Salary to £75k

MI Search Ltd
Posted 5 days ago, valid for 11 days
Location

Redcar, North Yorkshire TS10 2JG

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • This national/international financial planning and investment management firm with £10B AUM is seeking an experienced financial planner in Redcar.
  • The role offers a hybrid work environment with an established portfolio of clients and local administration support.
  • Candidates must possess CII level 4 Diploma status or equivalent, with a preference for those working towards Chartered status.
  • The basic salary for this position is up to £75k, along with a bonus scheme and additional benefits.
  • Relevant experience in financial planning is required for this role.

This national / international financial planning and investment management firm with £10B AUM is currently seeking an experienced financial planner to join its team in Redcar.

In this hybrid role you will be given an established portfolio of clients to advise, local administration and paraplanning support.

You must be an experienced financial planner who holds CII level 4 Diploma status or equivalent and ideally hold or be working towards Chartered status.

Basic salary to £75k, bonus scheme and benefits, hybrid working available.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.