This exciting, employed, remote based Independent Financial Planner job is the full package! The business will provide you with leads, existing clients and full back office support!
If the following job requirements and experience match your skills, please ensure you apply promptly.
This proposition is well suited to proactive Financial Planner who enjoy building great relationships with new and existing clients.
You will be given a healthy portfolio of existing clients with aim to retain, service and grow this further. They have a wide range of clients, with most being Business Owners, Entrepreneurs, Professional or Retail Clients and some corporate clients.
Plus, you will receive up to 8 pre-qualified leads per month, enabling you to grow your client bank even further.
You should focus on conducting in-depth reviews to understand your client's current and future financial goals and objectives, and with the support of their back office team formulate appropriate financial strategies. You will be advising on clients' pensions, savings, investments and other financial needs.
Excellent remuneration package provided to reward your productivity.
This is a home-based role with remote working, including telephone / video interaction with clients. Although, you should aim to meet clients in-person as well, as this works well to deepen relationships and opportunity to develop referrals.
Financial Planner Requirements
You must hold full Level 4 Diploma in financial planning or equivalent
You must have a proven track record in converting lead opportunities
You must have a proven track record of retaining excellent ongoing relationships, ideally from acquired clients or taking over servicing from another Advisor
You should have a client centric approach and have dedication to doing the right thing for clients
You should have excellent interpersonal skills, approachability, professionalism and good IT skills
Financial Planner Support
Our client ensure their Financial Planner have comprehensive support in place to enable them to thrive. You will receive end-to-end in-house support from their admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in-house marketing team who have a consultative approach.
Financial Planner Benefits
Salary negotiable with excellent salary and bonus structure on offer
Remuneration packages also includes car allowance, excellent bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime
Home based role with travel to meet clients in person and use of their regional offices if desired
Self-employed option available, if you would prefer
Locations
Nationwide
Call us now on 0208 0044 154 or click Apply
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