Financial Planner

Self employed OTE - OTE £50k+

  • Salary: Considered for the 'right' candidate
  • Location: COVENTRY or surrounding areas
  • Reference: TS/IBA/RFP

Well established Company looking to recruit a home based Diploma qualified Financial Planner to service existing client bank due to impending retirement of long serving adviser (Permanent position)
You are required to:
Have the technical ability and be able to demonstrate the professional approach needed to advise clients on the full spectrum of products available.
Demonstrate the ability to generate opportunities with your existing clients & develop new clients & referral business through a network of Introducers (e.g. Accountants & Solicitors).
Be sufficiently confident to work both independently & within the framework & support of the team.
Full administrative & marketing support provided, incorporating leading edge based point of sale & client servicing IT systems ensuring efficient & effective business processing & client servicing.

Please contact - email: tracey.saunders@intrinsicfs.com or call 07388 943892

If you'd like to apply for this role, please complete your details and one of our recruitment team will be in touch.