This range is provided by Planned Future. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
The firm
A new directly authorised advice business partnered with a B-Corp workplace-education provider running 150–170 employer sessions a year. You’ll present selected sessions and convert inbound enquiries into long-term clients. No cold prospecting.
The opportunity
* Employed adviser, hybrid working with a Chester base
* Inbound lead flow from regular employer webinars and seminars
* Webinar-first delivery with minimal travel
* Clear progression with mentoring and succession potential
What you’ll do
* Deliver pre-arranged webinars and occasional in-person seminars
* Run online first meetings and convert enquiries into ongoing advice relationships
* Provide full financial planning across pensions, investments and protection
* Manage a pipeline, issue recommendations, and follow through to completion
* Work with paraplanning, admin and compliance to high standards of advice and Consumer Duty
About you
* Level 4 Diploma qualified; progress toward Chartered welcomed
* Confident presenter with strong communication and client-winning skills
* Experience of public-sector DB schemes an advantage (Teachers, LGPS, Civil Service, USS)
* Proven new-business production and consistent conversion from seminars/webinars
* Organised, ethical, and comfortable with targets and remote delivery
Salary, bonus and benefits
* Quarterly bonus: 10k per quarter validation then 25% on revenue above threshold
* Benefits: company pension, life insurance, private medical insurance, private dental insurance
* Working pattern: hybrid, Monday to Friday, webinar-first so limited travel
* Support: training and presentation decks provided, steady inbound pipeline, modern tools
Location
* Hybrid with a Chester office anchor 1 day a week
* Occasional trips for live seminars or team days; most client meetings by video
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Strategy/Planning and Sales
Referrals increase your chances of interviewing at Planned Future by 2x
Get notified about new Financial Advisor jobs in Chester, England, United Kingdom.
#J-18808-Ljbffr