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Chartered Financial Planner - Home working

Salary Competitive
Type Permanent
Location Crewe
Sector UK & Regional
Job Reference UK02/HNB/29678
Contact BRUIN Financial
Date posted 29-08-2018

Our client, a well known Chartered Financial Planning organisation, is currently looking for a Chartered Financial Planner to join the team. This opportunity is home based with the occasional travel to their offices in Cheshire.

If you are a driven and hardworking individual with Chartered Status and a valid SPS certificate, then this could be the role for you. This opportunity does not require you to have a transferable client bank as warm leads are provided.

- Financial services knowledge and Chartered status.
- Achieve CAS status.
- Valid SPS certificate.

- Comply with the Financial Services and Market Act 2000.
- Contact potential clients to assist with their inquiries.
- Undertake sufficient product research.
- Ensure suitable and unbiased recommendations are maintained.
- Attain and maintain a level of competence as required.

In return our client is offering an exceptional salary, benefits and bonus scheme - including a 9% pension contribution and up to 25% bonus.

For more information on this role, please submit your CV to or call 0161 697 4172.

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