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Financial Planner

  • Salary: £55000 - £75000 per annum + Benefits + bonus
  • Location: Birmingham, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    11 Aug 2020
  • Job reference: 30617

A leading accountancy is currently seeking an experienced Financial Planner for their Birmingham office. Applicants will be Level 4 qualified, articulate and have the ability to work comfortably with wealthy private clients and investors. Comfortable with travelling around the Midlands, you will be highly organised and technically astute. The Financial Planner will be comfortable in positioning fees and providing a first class service to clients.

  • Professional introducers for new business
  • Full technical and administration support
  • Bonus structure based on validation
  • Pension arrangement
  • DIS
  • Business expenses
  • Funding for further qualifications

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