Financial Planner – Newly Qualified Full Time

To join a friendly, fun and well-established business, that will provide the perfect environment for you to maximise your skills and qualifications. 5 weeks holiday, lots of company events, dental scheme, parking and lots more! A very sociable company, where everyone enjoys working as part of a team and support each other at every stage. Lovely offices with a gym over the road and lots of shops, restaurants, and bars nearby. The firm offers a variety of services to its clients and the FS section is a key part of this. You will, therefore, be working closely with all other departments on a daily basis.

As the Financial Planner, you will be working within the Financial Planning department of this successful accounting firm, responsible for a variety of clients both corporate and HNWI. You will also be supported by admin, para-planning and great mentoring from the Head of Department.

Looking for either an experienced Financial Services professional or newly qualified, you will be working closely with the partners of the practice to generate both private client and corporate client referrals. You will enjoy building relationships, be comfortable working with professional introducers and love a challenge!!. As the Financial Planner, you will have knowledge of Private Client Investments, Pensions, Retirement Planning, Tax planning, Employee benefits, Mortgages, and Protection arrangements

For a full Job Description and apply now or call me for a confidential chat:)

Amaryllis Search and Selection is a complete service recruitment consultancy – specialists the financial and commercial arena. Successful applicants will be contacted within 5 working days. If you have not heard from us after this time please assume you have been unsuccessful. We wish you the best of luck in your career search.

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Job Overview

  • Date Posted: Posted 4 months ago
  • Location: Slough, Berkshire
  • Job Title: Financial Planner – Newly Qualified
  • Salary: £Flexible -
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To apply for this job email your details to julie@amaryllis-sas.co.uk

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