Job details

Location Horsham, United Kingdom
Date Posted 22nd January 2020
Category Wealth or Financial Adviser / IFA
Sector Investment
Retirement Planning
Wealth Management
Salary £50000 - £62,000 basic + benefits inc pension
Industry Financial Services, IFA
Education N/A
Professional Quals Diploma in Financial Planning level 4 - progressing to chartered
Work Hours Full
Reference 5056
Hiring Company Recruitment Connection Ltd
Region South East
Street Address N/A



Sussex based.

£50000 - £62,000 basic + benefits inc pension

My client is an award winning chartered financial planners providing award winning holistic financial planning and discretionary fund management.

They are seeking an experienced Financial Planner to join their successful team and manage existing client relationships. You will receive comprehensive compliance, paraplanning and administration support from the office teams .

You must have:

  • A thorough understanding of wealth management practices (especially pensions and investments) and processes and the ability to communicate them clearly and effectively;
  • Technical/product knowledge and effective telephone communication of wide ranging holistic financial planning strategies & solutions;
  • A passion for doing things well, with accuracy, detail and great presentation;
  • Professional, positive, energetic, supportive and friendly. A strong team player;
  • High level of integrity, work ethic and self-motivation.

It is essential that you hold a level 4 Diploma qualification and hold or are working towards Chartered/Certified status. The role will suit candidates who are employed and used to providing telephone and face to face advice.

The company offers a superb centralised investment proposition with award winning platform, secure client web portal and cutting edge technology.

Ref 5056

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Simon Bean is managing director of the Recruitment Connection and has been recruiting since 1985. He is a Fellow of the Institute of Recruitment Professionals (IRP).