Financial Adviser - West Sussex, United Kingdom - Financial Divisions
Description
Established close to 20 years ago, my Client, an independent firm of Financial Advisers are looking to recruit an experienced and ideally Chartered Financial Planner to take over an existing book of very well-developed Clients allowing the Director to becomemore involved in the running of the Business.
Opportunity Highlights
- This firm offers whole of market Advice on Pensions, Investments, Tax Planning, Inheritance Tax, Mortgages and Protection, Wills & Trusts, and Powers of Attorney
- Clients are a mixture of working professionals, accumulators, executives, retirees, and families
- Client Bank is in excess of 150 Clients
- Any new business is welcome via referrals and recommendations
- CII Level 4 Diploma essential and ideally as close to Chartered status as possible
- Current Private Client Wealth experience providing holistic Financial Advice is essential
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