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Tiverton, Devon
Financial planner
Chartered Financial Planner

Chartered Financial Planner

tPS Recruitment

Posted 2 days ago, valid for 2 days

Tiverton, Devon EX167BS, England

Full Time

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Sonic Summary

The position is for a Financial Planner/Advisor based in Devon, requiring a minimum of 3 years of experience in a financial advice business.
Candidates should possess a level 4 CII Regulated Diploma in Financial Planning and ideally be Chartered or working towards Chartered status.
The role involves maintaining client relationships, collaborating with a dedicated team, and providing support in investment planning, pensions, and insurance.
The salary is dependent on experience and Chartered status, along with benefits such as pension, private medical insurance, and 25 days of holiday plus bank holidays.
The firm promotes a warm and welcoming environment, dedicated to helping clients accumulate life, not just wealth.

Financial Planner / Advisor Devon
Exisiting client bank and support to grow client bank
Chartered Status or working towards

Opportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team. A warm and welcoming company, fostering a harmonious, approachable, and easy-going environment. Outline of the Role

Take on existing review clients and maintain client relationships
Work with a dedicated team for client support and collaborate on the continuous development of advice and investment propositions
Offer support and guidance in investment planning, pension and insurance.

Financial Planner Requirements:

Qualified to level 4 CII Regulated Diploma in Financial Planning
Ideally Chartered Status or progressing towards Chartered status and have a good understanding of financial advice regulations
Office based in Devon
Minimum 3 years experience in a Financial Advice business with exceptional organisational and planning skills
Excellent written and verbal communication, numeracy skills, and a proactive, innovative mindset
Experience in the financial advice process and a passion for collaboration and interaction with others

Benefits

Annual salary dependent on experience and chartered status
Pension and PMI
Free parking
25 days holiday plus Bank Holidays.
Full back office support

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