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Financial Planning Manager-Employed-All Leads.

Employer
Resource Matters
Location
Birmingham, UK
Salary
Competitive
Closing date
Feb 19, 2019

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Job Role
Financial Planning & Analysis
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Employed Financial Adviser-All Clients Provided-Basic £45,000-£50,000 Financial Adviser-Field Based-Birmingham Area OTE-£75,000 Basic increasing to £60,000 after initial service period. Our client has an immediate vacancy for a talented DipFA IFA/Financial Adviser covering the Birmingham area, to join a select, home based financial advice team to work with our client's HNW customer base with arguably one of the most comprehensive and expertly managed multi-asset investment propositions available. All clients are provided and all paraplanning and technical support is in place to enable you to maximise your time in front of clients to manage and grow your HNW portfolio. Offering a holistic and consultative approach, you will be providing full advice covering Investment, Protection, Pensions Tax and Trust Planning to develop and manage long term professional relationships. To be successfully considered for this role you should: Be Diploma qualified Have 18 months - 2 years experience in providing face to face financial advice. Hold Competent Adviser Status (within the last 2 years) Market leading package: Basic

salary:
£45,000-£50,000 (depending on experience) upon joining, increasing to £60,000 after two years service. Company Car Flexible Benefits Defined contribution pension scheme with matching contributions Home working allowance plus all the equipment you will need to work from home. Comprehensive training Support to study for Chartered Status.

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