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 email@example.com