Job description
My client is based just South of Warrington. They are currently looking for an independent Financial Planner, who will have a focus on driving new business through professional connections.
The role
1. Deliver the company's service proposition through regular client meetings covering all areas of financial planning
2. Where required, assist other Financial Planners with the ongoing service of the existing client book
3. Work alongside existing Financial Planners and Head of Paraplanning to develop the proposition
4. Attend the company's Investment Committee
5. Work alongside the corporate team to identify and convert suitable members to wealth management
6. Develop the company's existing professional network and build new networks and relationships with a view to obtaining regular, high-quality client referrals
7. Maintain sufficient and appropriate CPD
8. If not already attained, a willingness to progress and achieve chartered status
Whats on offer:
9. A competitive basic salary
10. A generous bonus scheme linked to OTE/income generated
11. 25 days holiday, including bank holidays and an additional day for your birthday
12. Group personal pension provision through salary sacrifice with employer contributions matched up to 5% and ER NI savings passed on
13. Death in service benefits (4x basic salary)
14. Healthcare/cashback scheme
15. Full relevant examination support (including study leave)
16. Christmas period shutdown