Hybrid Employed Financial Planner

Updated: April 22, 2024 08:22 AM GMT

Cameron James

New Alresford, Alresford

Our client is an established firm of Wealth Planners based in Hampshire who require a qualified Financial Planner.

The role is flexible in terms of home based etc.

Candidates who have a client following will be considered.

The purpose of this role is to assist the Managing Director with the development, maintenance and growth of the Company’s financial planning proposition.

As such, the successful candidate will have a strong financial planning background, and will be experienced in marketing, engaging and managing private client financial planning, in a risk-controlled manner. They will particularly have experience of cashflow modelling, UK taxation and tax mitigation strategies, retirement planning, protection and investments.

The role is flexible and the may be either full-time or part-time, and flexibility is available for the successful candidate to work primarily, or partially, from home. All required IT hardware, support and professional development will be... More Detail