Financial Planner - High Wycombe, United Kingdom - Nelson Scott LLP

Nelson Scott LLP
Nelson Scott LLP
Verified Company
High Wycombe, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

We are interested in hearing from top performing qualified Financial Planner, Financial Advisors/IFA's/Wealth Managers who are looking to progress their career and advise our HNW clients.

This is an opportunity for a successful and established FinancialPlanner with the full support of clients provided, process and systems, research and paraplanning support all in place.

The Company offers an excellent package dependent on experience.

The role is predominately office based.

  • This is an excellent opportunity to become an integral part of the business and help grow our local business
  • Working with new and existing clients
  • Financial planning services including wealth management, investments, pensions, IHT mitigation, retirement planning and personal protection Requirements:
  • Previous success working alongside accountants or other professional introducers
  • Proven history of meeting targets and developing new business
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