Role: Independent Financial Planner
Package: Up to £60,000 Basic Salary + Bonus + Benefits + Clients Provided
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic. As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Due to the regular flow of client leads on offer, the firm expect the successful individual to be writing business in excess of £400,000 per year (client fees not FUM) within the next 5 years; Your business target will include 100% of your new business and 100% of your ongoing business (bonus is paid at 40% post salary validation).
Key Responsibilities
1. You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You ...