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Financial Planner, Horsham (CR-1293)

£50000 - £65200 plus benefits

We are pleased to represent this outstanding chartered Financial Planning business in West Sussex.

This role is office based where you will visit clients at their home / office to provide tailor-made solutions to protect and enhance their wealth. A portfolio of clients will be provided to service and you will be able to grow organically through networking and referrals.

As well as a competitive salary and range of employee benefits, you will receive compliance and administration support.

Requirements

  • At least 5 years working experience as a regulated Financial Planner
  • Excellent customer skills, being able to demonstrate top level of Advice
  • Sold knowledge across all areas of the advice process, including investments, pensions, mortgages and protection
  • At or working towards Chartered status would be advantageous

Key Skills

  • High levels of technical knowledge
  • 100% clear compliance record
  • Excellent communicator and high standards of literacy
  • Demonstrate hard work, positive mindset, examples of teamwork and organisation

Benefits:

  • 22 days + bank holiday, rising 1 day per years’ service for the first 3 years
  • 5% pension matched up to 5%
  • Private Health Care
  • Critical Illness x 2
  • DIS x 4
  • Long term disability cover
  • Access to a Well Being hub
  • Cycle to work scheme
Location: 
Horsham
Employment type: 
Employed (Full Time)
Sector: 
Financial Planning
Reference Number: 
CR-1293