Latest Jobs

arrow Back To Jobs Board

Head of Financial Planning

Opportunity

A great opportunity for an experienced Financial Planning Manager to join a small highly established Financial Planning firm. RQF Level 4 Diploma qualified with a minimum of 5 years client facing experience. You will be familiar with a wide range of tax saving product solutions in pre and post retirement planning. You will work closely with the client's accountant's and must have experience in presenting and providing financial planning solutions to HNW individuals with portfolios of £40k million. This is well structured, well organised team with sound processes and great support.
 

Location

Newbury
The jobholder will be primarily office-based with most clients reviews taking place in the Berkshire offices.  Some travel will be required to London and other locations as well as home visits.  A full and clean UK driving license is therefore essential.

Benefits package includes:

  • Salary to 65k
  • (negotiable commission package)
  • 4 x Salary Death in Service
  • PMI
  • Pension
  • company mobile phone
  • company laptop

 

Job Reference: JDC-P210
Industry:
Job Type: Permanent
Salary: £65000.00
Date Posted 2017-09-21T10:30:00
Job Location: Hungerford

Apply

Name: Telephone Number: Email:
Enter a cover note: Attach CV:

arrow Back To Jobs Board

Not the right job for you?

Click below and tell us what you want

Register here