CFP Consultant - Birmingham

Salary Description:
£45000 - £65000 per annum + bonus, pension, tech
Location Description:
Birmingham, West Midlands
Job Role:
Employment Type:
Contract Type:
Application Deadline:
12th October 2020
BranWell Ford Associates
Job Ref:

CFP Adviser - Birmingham

Our client is a well established Employee Benefits firm who offer a wide range of pension and EB services to UK companies in the DB, DC and AE sectors. We are seeking a level 6 Regulated Consultant to join the team to provide advice to HNW clients, in relation to pension transfers, protection and 'at retirement' advice to client exec boards. This is a busy client facing role where you will be meeting individuals to offer holistic wealth advice on IHT, income drawdown and protection, building and developing relationships and also drafting compliant reports on both investment choice and risk as well as and retirement options. This is a position where you will work with little supervision, in a friendly team environment. To be considered, be regulated to Level 6 and be working in a similar role. The company offer flexible benefits and have a client portfolio ready to be serviced.

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