Financial Planner

Thomas and Young is a well established Chartered Financial Planning business and a Partner Practice of St. James's Place.

We are keen to speak with Level 4 Diploma qualified financial services professionals. This is an excellent opportunity to join a supportive business that offers comprehensive training, mentoring and ongoing development to help you build a successful career as a Financial Adviser.

Responsibilities

Build and maintain long-term realtionships with clients. Identify clients objectives, priorities and attitudes to risk. Provide suitable holistic financial advice. Advise across investments, pensions, protection and retirement planning. Work closely with the paraplanner and administration team.

Whats in it for you

Salary £35,000 OTE £60,000 - uncapped

23 days holiday plus bank holidays

4 x Death In Service

Support with professional development to Chartered Financial Planner

In house training and progression opportunities

Paraplanning and administration support

Access to clients and leads

Skills and experience required

Level 4 Diploma in Regulated Financial Planning

Full, clean UK driving licence

Strong relationship-building skills

Strong technical knowledge of investments and pensions

Comfortable working within a regulated environment

Work location

Risby, Bury St Edmunds

Office based, Monday - Thursday 9:00am - 5:00pm, Friday 9:00am - 4:00pm

Pay: From £35,000.00 per year

Work Location: In person