Job Description
Balance. All people want is a balance between the work they put in and the rewards they get out. At many firms, this isn't the case. You might not get the clients or support you need, and unrealistic expectations are often placed on you. You work hard, but the rewards favor the company. Not here.
At this financial planning firm, they've got the balance right. You'll inherit enough ongoing fees to cover your validation, and you'll earn a bonus (at 30%) on all new business you generate. Your existing client bank (approximately 100 clients) will require servicing, which consumes some of your time for developing new business. However, this client base also offers opportunities for new business, both directly and through referrals. As you're inheriting clients from a retiring planner, you'll have ample opportunity to expand your work with the clients you have.
They also manage the balance well for clients. Different services are available so clients with less complex needs can be managed by other advisers. This allows you to focus on clients with ongoing needs. As you grow and develop your book, you'll receive bonuses on growing ongoing fees (15%). You are rewarded immediately for new business and long-term for client retention.
In addition to the generous bonus structure, you'll receive a competitive starting salary based on your knowledge (£60,000 - £75,000 depending on experience).
Benefits include:
* 25 days annual leave
* A day off for your birthday
* Contributory pension scheme
* Private healthcare
* Life assurance
* Health insurance
Support from paraplanners and administrators in your local office means your time will be spent with clients, not on paperwork.
What You'll Need
You'll need to be a Level 4 adviser with over 3 years of experience. You should have CAS and possess the energy, determination, and ability to manage a sizeable client portfolio while developing new business. Clients are located in East Riding, along with your local office, so residing in the area is preferred.
Looking for balance and a company that treats you fairly? Click apply, and we'll provide all the information you need. If you don't have a CV, don't worry—send us your contact details, and we can discuss later. Everyone will receive a response.
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