Financial Planner (CF30)

  • Job Reference: 340
  • Date Posted: 1 February 2021
  • Recruiter: CF30 Consulting Ltd
  • Location: North West London
  • Salary: £25,000 to £40,000
  • Sector: Financial Advisers
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email:

Job Description


CF30 Ref: 340

Job Title: Financial Planner (CF30)

Location: London Euston

Salary/ Benefits: £25,000 - £40,000

Job description:

Due to an extremely busy period of business our client, a successful Financial Planning firm in North West London now looking to expand by adding a new member to the Adviser team.

This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an existing IFA/ Bancassurer with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment. In this role, you will have the chance to work with a number of new enquiries and existing connections. You will have the option of a rewarding Salary and Benefits package or the option of a self-employed package.

What’s needed for me to be considered?

  • Hold previous experience within an IFA /Bancassurance/ Financial Planning Practice
  • Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
  • Previous experience dealing with High Net Worth Clients desirable but not essential
  • A strong understanding of Pensions and Investment products advantageous.

Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future.