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Independent Financial Planner

Our client, BLG Wealth Ltd, is currently recruiting an Independent Financial Planner to work at their prestigious offices in Moorgate, London.

This is a fantastic opportunity to join a company that is rapidly growing across all areas of their business and are actively growing their team.



Are you a dynamic and ambitious holistic financial planner looking for the next step in your career ?



You will be looking for more opportunities, the chance to improving your skills and knowledge as well as to increase your earnings.

Building long term sustainable relationships should be at the forefront of your thinking so an energetic, personable and enthusiastic personality will be a distinct advantage.

You will be:





* Planning holistically for your clients.





* Managing your client's portfolios



* Checking reports



* Networking



* Developing new business



* Keeping comprehensive records



* Making client presentations



* Producing management reports

Essential qualifications/skills/ experience:





* Hold a current SPS





* Minimum Level 4 Diploma qualified



* Working towards Chartered Status



* Competent Advisor Status.

Additional desirable qualifications/skills:





* Enthusiastic





* Sense of humour



* Positive attitude



* Team minded



* Conscientious



* Ambitious

Salary : 35000 - 65000 GBP/annual



Benefit: Uncapped Bonuses



If you would be interested in applying for this role, please send an updated CV to belinda@recruitment-boutique.com