Financial Planner

We are looking to hire a financial planner on a self-employed basis. Experience in the investment and pensions side of financial planning is expected.

  • Contract type: Self - employed
  • Salary: £50k/£60k OTE
  • Location: Warwickshire
  • Reference: MG/SPRFP

Pendra House Wealth Management Ltd is a Strategic Partner of Intrinsic Financial Services. The business operates on the Restricted Plus model. The majority of our business is in Investments and Pensions , although advice in all areas  is provided to our clients. Because of the nature of our business, we would expect a candidate to have experience in the investment and pensions side of financial planning.  More importantly they would be expected to provide a professional ongoing service to clients.
A Client Bank will be provided.

The successful candidate can be office or home based.  Paraplanning services are available through an external specialist company. 
We operate as a team and help and support would be available at all times.   

Please contact: or mob: 07595740024

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