Financial Planner-Reading, £60k - £85k, basic salary plus bonuses

Financial Divisions

Reading

Financial Planner - Reading, £60k - £85k, basic salary plus bonuses - realistic take home pay £100k in year 1

Manage some client from the Managing Director and generate new business from established Lead mechanism

I am recruiting for a boutique Independent Financial Advice firm with a presence across the Thames Valley who I have met and placed 8 members of staff with. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages, and some Protections. They prefer to do holistic financial planning rather than transactional pieces of work. They have built a very good reputation locally and they are on course to obtaining their Chartered status as a business.

Their clients are a mix of working professionals, wealth accumulators, business executives, retirees and HNW families with very substantial assets to be managed. The highest net worth cases have over £1m to invest. Business is busier than ever with 150+ clients in their current setup, and this... More Detail

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