Capital Financial Markets are seeking a qualified Financial Planner experienced in producing financial plans for a broad range of UK based private clients. You will be expected to fully analyse and provide retirement planning, inheritance tax planning, ISAs, protection and corporate advice and complement investment services already provided to these clients.
You should be a self starter and have experience of the necessary software systems needed to provide these services and including setting up necessary agencies.
Please apply to firstname.lastname@example.org
Direct applications only please.