Financial Planning Manager.
Region : South East England
Salary: Salary is negotiable basic plus bonuses
Job Ref.: CL1610FPF/1
Be Chartered or AF3 (Advanced Pension exam) and Advanced taxation exam)
Use some form of financial planning software.
Been an IFA (not tied) for at least three years in a firm providing advice on pensions > 50% of all cases.
Big plus points
Local under 30 mins away
Proficient in using Voyant FP software
They are also looking to move into a Employee Ownership Trust (staff own the business)
£50 - £70k plus bonuses
You will be provided with clients and leads each months. Some client following would be advantageous