Employed Financial Planner - Chorley, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Chorley, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Employed Financial Planner

Location:
Chorley

Salary:
£30,000 - £60,000 + OTE
This is an excellent opportunity at a bespoke financial planning firm, based in the heart of Chorley.

Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team.

The Opportunity

The opportunity here is for a Financial Adviser, with a professional and level-headed approach to come in and help take on a number of the company's client's moving forward, alongside building and growing this bank further.

This opportunity would be suitablefor any Level 4 Diploma qualified professionals, whether you be an excising IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment.

In this role, as mentioned, you will have the chance to workwith a number of the firms existing connections, with all your leads provided via referrals and professional introducers, with a highly rewarding Salary and Benefits package

Skills:

Hold previous experience within an IFA/Financial Planning Practice
Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
Previous experience dealing with High Net Worth Clients desirable but not essential