Senior Financial Planner

Search Consultancy
09 Sep 2017
22 Sep 2017
Contract Type

A great opportunity for an experienced Senior Financial Planning Adviser to join a small highly established Financial Planning firm.

RQF Level 6 Diploma qualified with a minimum of 5 years client facing experience including Final Salary Transfer experience.

You will be familiar with a wide range of tax saving product solutions in pre and post retirement planning (Drawdown) and be G60 and/or AF3 qualified.

You will work closely with the advisory team and must have experience in presenting and providing financial planning solutions to HNW individuals with portfolios of up to GBP3 million. This is well structured, well organised team with sound processes and great support.

You will be primarily home based with some office-based visits with most clients reviews taking place in the Croydon Head office.

Some travel will be required to London and other locations as well as home visits. A full and clean UK driving license is therefore essential.

Benefits package includes:
* Salary to GBP60k
* (negotiable commission package) OTE GBP100K
* 4 x Salary Death in Service
* PMI (voluntary)
* Pension (contributory)
* company mobile phone
* company laptop
* Flex

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.