Job Description
Our client is seeking a Financial Planner in the Dudley / Wolverhampton / Worcester area to join their team and benefit from a highly competitive salary and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing, client bank to takeover and grow, with full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling.
They are seeking a client focused Financial Planner who can be at the early stages of their Adviser career who enjoys building strong relationships and provide excellent service to their clients. You should be hungry to grow this client bank organically through referrals and full holistic advice. As further acquisitions come on board you are likely to have additional higher value clients added to your portfolio.
Successful Financial Planners in their team obtain growth through their high level of financial planning service and exceptional client relationships.
You should focus on conducting in-depth reviews to understand your clients current and future financial goals and objectives, and with the support of their back-office team and AI ...