Chartered Financial Planner

Become a Chartered Financial Planner and make your dreams a reality

Multi-Award Winning Financial Planners – Thomas and Thomas – are offering a rare opportunity to become an integral part of their small dynamic team in
West Wales. Joining the team as a Financial Planner, you will already have achieved your Level Four CII (Chartered Insurance Institute) Regulated Diploma in Financial

During your Chartered Financial Planner journey with us, you will be introduced to clients, learn the Art of Financial Planning and all the Skills required to become the very best in our Profession.

You will be set up with your own special client bank whilst you continue to work towards the coveted Chartered Level Six Qualification – with full funding and training from Darren and his team.

With a starting salary from £30,000 upwards – plus 8% employer’s contribution to a Pension, all your study material and examinations covered and a full paid day a week to study – this is really a ‘game changing’ opportunity.

The future earnings scope accelerates notably after a couple of years and is comparable to top city Legal and Accountancy practises once Chartered – with a very realistic opportunity to become a senior partner/ shareholder in future.

You will need to already have excellent people skills, confidence and determination. You will need to be hungry to learn and prepared to put into practise what you have learned. You will also need to be a quick learner and able to cope under pressure.

Send your C.V. to Darren Lloyd Thomas FPFS FCISI at [email protected] or please feel free to call Darren on 07971 541376 for more information.

Closing Date 15th December 2023
‘Welcome to the family’