Financial Planner / IFA
£50k + Bonus + Benefits
Highly recognised firm who’s credibility shows no signs of slowing down as they look to continue there growth into the Wealth Management arena. With strong brand recognition across a number of financial sectors this exceptionally well groomed organisation are looking to obtain a Financial Planner in their Bournemouth office.
The role will be to provide face to face, fully holistic advice with an emphasis on retirement & Investment Planning. Whilst some clients will be passed over on day one you will also be required to pro-actively develop new business to continue in the growth of this division. Full marketing, administration & Para-planning support will be provided and a strong pool of leads to help you grow your book in a structured 2 - 3 year plan.
The role will suit a dynamic individual who posses the gravitas to influence others and be able to add constructive dialogue to all situations as the firm look to retain their reputation with in the industry. Minimum of DipFPS qualification, although to be of Chartered status is desired with a proven background of being able to deliver sound Financial Planning advice.