Overview
Are you an experienced Financial Planner interested in exploring future opportunities with a forward thinking advice firm? We are building a pipeline of high quality advisers for upcoming roles expected across the North West as client needs evolve and new client populations emerge. If you enjoy goals based planning, modern systems and long term client relationships, this could be an excellent future career move.
Responsibilities
Financial Planners build long term client relationships through structured cashflow planning and clear financial strategies. They grow their client banks through referrals and deliver high service standards with well governed investment propositions, efficient digital processes and strong technical teams behind you, focusing on delivering excellent client outcomes rather than administrative workload.
Financial Planner Requirements
Essential
* Level 4 Diploma in Financial Planning or equivalent
* Experience within an IFA or wealth management environment
* Strong understanding of holistic financial planning and cashflow modelling
* Proven ability to build long term client relationships
Desirable
* Chartered or working towards
The Company
A respected national financial planning business known for its client-centric planning approach, well governed investment structure and efficient operational model. Continued expansion creates future opportunities for advisers as client banks transition and new regions develop.
Financial Planner Benefits
* Excellent salaries, with packages considered based on experience and client bank available
* Salary increase in line with the growth of the recurring income you service
* OTE of £100,000+
* Generous bonus scheme to reward any new business written paid monthly
* Additional annual incentive available
* Plus company benefits of private health insurance, Group Life assurance (4x salary), income protection, medicash, 28 days holiday plus bank holidays, mileage reimbursements in line with HMRC guidelines
* Supported by quality Paraplanners and Administrators
* Modern systems and streamlined processes
Location
Future opportunities may arise across:
* North Lancashire to South Cumbria
* Preston / Fylde Coast
* Shrewsbury to South Manchester
* Wirral
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
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