Financial Planner - London, United Kingdom - Carlton Mays

Carlton Mays
Carlton Mays
Verified Company
London, United Kingdom

4 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

We are seeking an experienced Financial Adviser / Financial Planner / Wealth Manager / Wealth Adviser to join our client, a highly prestigious company based in London.


You must have be Level 4 qualified, hold CAS and have at least 5 years experience in an advisory position.


This is an excellent opportunity to join an established, thriving company on an employed basis where all leads are provided.


You will be expected to demonstrate the highest standards of service at all times and provide appropriate financial advice dependent upon the clients needs and aspirations.

You will be a confident, ambitious individual who is a self starter and determined to be the best.


In return you will receive a generous benefits package:

  • Basic salary: £65,000
  • £75,000 DOE + bonus, comms etc
  • Generous bonus scheme plus other incentives
  • Flexible working 1 week in 4 to be based at the central London office
  • 10 x salary Death In Service
  • Private medical for you and your family
  • 10% employer pension contribution
  • Car scheme
  • 25 days holiday + bank holidays
  • No weekends.

Job Types:
Full-time, Permanent


Salary:
£65,000.00-£110,000.00 per year


Benefits:


  • Company events
  • Company pension
  • Life insurance
  • Private medical insurance
  • Work from home

Schedule:

  • Day shift
  • Monday to Friday
  • No weekends

Supplemental pay types:

  • Bonus scheme
  • Commission pay
  • Performance bonus
  • Yearly bonus

Application question(s):

  • Do you have the relevant Level 4 qualification?

Experience:


  • Advisory: 5 years (preferred)

Work Location:
Hybrid remote in London


Reference ID:
FidAq
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