Financial Planner

·
Full time
Location: Colchester
·
Job offered by: Douglas Steers & Company
·
Category:
Independent Financial Advisers required for Wealth Management Services Company.

Ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 for four consecutive years; 2020, 2021, 2022 & 2023 . This is an exciting opportunity to join our firm as the business rapidly expands.

We are looking for both newly qualified and experienced individuals to join our friendly team, who are approachable, self-motivated and ambitious. Successful candidates will need to hold a Level 4 Diploma (essential), have a strong work ethic with an attitude to succeed and possess a good level of knowledge in services which include investments, taxation and retirement planning.

The role itself will be on-boarding new clients with their financial planning requirements. You will be fully supported by the team who will assist with lead generation and business development to drive the company forward.

Competitive Salary dependent upon experience

Ongoing training and development opportunities

Leads Provided

Basic Salary £36,000 - £60,000 (O.T.E £100,000)

Benefits:

33 days holiday

No Weekends

Christmas Closure

Leads provided

On going personal development to obtain Chartered Status

Full back office support

Expanding business and opportunity to grow

If you have not heard back within 10 days, please assume your application has been unsuccessful.

Job Types: Full-time, Permanent

Pay: £36,000.00-£60,000.00 per year

Additional pay:

Bonus scheme

Schedule:

Monday to Friday

Application question(s):

Do you hold a Level 4 Diploma in Regulated Financial Planning?

Work Location: In person

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