Chartered Financial Advisor

This employed Chartered
Financial Advisor job in Darlington provides opportunity to takeover some
existing clients and assist the business in growing further.

As a Chartered Financial
Advisor, you will be providing holistic financial planning to new and existing
clients, provided by the business. They regularly assist affluent clients,
which typically include business owners and senior managers, and require
complex financial planning. Therefore, individuals studying towards advanced
qualifications would be beneficial.

In addition, you should aim to
identify new business opportunities where possible.

You will receive excellent
paraplanning and administration support to enable your time to be focused on
advising clients.

Chartered Financial Advisor
Requirements

• You should be an experienced Financial Advisor
• You must hold minimum Level 4 Diploma in Financial Planning and be close to or holding Chartered status

The Company

This financial services firm was
established over 20 years ago and has developed an excellent name across the
region. The business is a leading firm, ranked within the top 25 practices in
their network.

Chartered Financial Advisor
Benefits

• Salary of up to £60,000 plus bonuses with OTE of £80,000
• Hybrid role
• Excellent team spirit, supporting each other to be successful

Locations

Darlington

Call us now on 0208 0044 154 or
click Apply

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