Chartered Financial Planner

Chartered Financial Planner


  • Permanent
  • Salary: £40000 - £60000 per annum + 6 month salary reviews
  • Ref: FS882715

Chocolate bars used to be bigger, didn’t they?

And financial planning firms used to offer proper jobs too didn’t they? With leads, clients and a decent salary? And not expect advisers to be brilliant marketers as well as planners?

This opening is King Size. Because you will receive leads from the in-house business development team. They put on over two retirement seminars each week to 15-20 delegates. And with significant take up you will get a steady source of clients with planning needs.

You’ll also get great support. You will have access to a sizeable paraplanning team. And you’ll get your own assistant who will be at least CertPFS qualified.

So you will work within an advice team where the average level of production is £250,000 and increasing. Within a firm that has grown by 20% over the past few years. And one that is very proud of its Chartered status.

You’ll need to be Level 6. That Chartered status depends on it. You’ll have to have a good track record and a stable job history. And you’ll have to spend time presenting at seminars. Not everyone is a natural at this but with this company’s help you will become very proficient.

Salaries are reviewed on a 6 monthly basis. So as you write more, and increase your ongoing fees, your salary will rise. And rise. And rise.

This isn’t so much a chocolate bar as a selection box.

Click apply. Send us a CV or contact details and we will be in touch.

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