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Job Title: Senior Financial Planner – Chartered Accountancy Practice
Location: Cheltenham
Salary: £40,000 - £60,000 + bonus + benefits.
The Company:
This top 20 chartered accountancy firm with offices across the UK is a leading authority providing tailor-made holistic financial advice to both individual and corporate clients. As a company they are recognised for their outstanding level of service, winning numerous awards including the ‘Financial Services Supplier award’. This firm’s culture is reflected in their high partner to staff ratio which is greater than any other firm of their size. Due to expansion, the need has arisen for a Financial Planner to work from their Cheltenham office.
The Opportunity:
As Financial Planner you will provide financial advice on complex products with a pensions bias, although Investments and Retirement planning form an essential element of the role. Similar to other opportunities with accountancy firms, the key lies both in your technical ability, but more importantly, your ability to build trusting and long standing relationships with the partners. Couple the two and there is a phenomenal opportunity to not only advise a wide range of very interesting high profile clients, but also the chance to earn well. The role is all private clients orientated so will focus around investment and retirement planning.
The Individual:
Successful candidates will be highly professional with an impeccable appearance and a successful track record in working with private clients providing fully holistic advice. To hold AFPC (or similar) or progressing towards is vital as the complexity of the work would demand it. This position is employed and incorporates a salary, according to experience, between £40,000 - £60,000 plus benefits and a generous performance linked bonus.
JWS Resources operates a generous referral scheme which you could benefit from! Should you know of anyone who would be suitable for the above role, we would be extremely grateful if you could forward our details to them. Every time you refer a successfully placed individual, you will receive a gift worth up to £250, and there is no limit on how many gifts you can receive. Please refer to our website www.jwsresources.com then select refer a friend, for full terms and conditions.
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