Job Details

Financial Planning Manager.

Sector:Financial Services

Region : South East England

Location: Ewell

Salary: Salary is negotiable basic plus bonuses

Job Ref.: CL1610FPF/1

Job Information

Ideally:

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)

Salary

£50 - £70k plus bonuses
You will be provided with clients and leads each months. Some client following would be advantageous