Financial Planner

Cooper Lomaz is working with a Chartered Financial Planning institute and they are seeking an experienced Financial Planner or Financial Adviser.

Ideally, the successful candidate will have achieved Chartered status, but this is not essential. Previous experience working either as a Paraplanner, Financial Adviser, or Financial Planner is essential.

My client can provide some clients; however, business development, networking, and contacting leads and enquiries that come into the business will be essential to the role.

In return, our client can offer:

• Salary £50,000-£80,000 (potentially more for the right candidate)
• Leads and some clients provided
• Private medical and dental insurance
• Flexible working
• Flexible holiday allowance