Chartered Financial Planner

Financial Adviser, Financial Planner
Bishops Stortford, Cambridge
Posted 1 month ago

This is a great opportunity for a  Chartered Financial Planner to get onboard with a growing, professional  firm and help handle a large client bank.

You will be working with corporate clients, investment propositions and mortgages, assisting a partner by taking over several of their accounts, in addition to servicing and developing new and existing clients.

You will be need to have Level 4 diploma, and be Chartered or working towards it.  You will also have a robust track record in financial services of providing strategic advice to HNW individuals.

It is preferable that you are fully experienced with Voyant, have some of your own clients, and a clean compliance record.

To apply for this great opportunity please email your CV to 

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