Financial Planner - Amersham - £40k-£65k

£40,000 - £65,000 yearly
  • P W White & Partners Ltd
  • 08/10/2020
Full time Financial Planner

Job Description

• Please mention Financial Planning Jobs when applying •

Well established (over 50 years) Financial Planning and Advisory firm are seeking an experienced Adviser to join their team.  The role has arisen partly due to the impending retirement of a Senior Adviser within the firm. The firm specialises in investment and retirement advice, particularly for those in and around retirement age.

The successful candidate will be able to demonstrate an ability to work with mid to high net worth clients in all areas of financial planning, including the use of cash flow reports, and have a good technical knowledge of pensions.  

The candidate will be minimum Level 4 qualified but ideally will be working towards Chartered status. 

Whilst the position is based in Amersham, we fully recognise that some home based working has its merits and can be considered.   

Due to the impending retirement of an existing Adviser there will be an existing client bank to service and develop, but the candidate will also need to be able to demonstrate the ability to generate new clients.

There is a dedicated team of experienced and knowledgeable staff who provide full paraplanning and administration support.

This is an excellent opportunity for an ambitious Financial Planner to help develop and grow the business and become a key senior employee.   Future profit sharing opportunity for an ambitious candidate.