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 balance isn't achieved. You may not get the clients or support you need, and unrealistic expectations can be placed on you. Often, the rewards are weighted towards the company. Not here.
At this financial planning firm, they've got the balance right. You'll inherit a client base with 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 takes time away from developing new business. However, this existing bank offers opportunities for new business, both directly and through referrals. Since you'll be inheriting clients from a retiring planner, you'll have plenty of opportunities to expand your work with your current clients.
The firm also offers different services 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 your book, you'll earn a bonus (15%) on increasing ongoing fees, rewarding both immediate new business and long-term client retention.
In addition to the generous bonuses, you'll receive a competitive starting salary (£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
You will have support from paraplanners and administrators in your local office, allowing you to spend more time with clients and less on paperwork.
What you'll need:
* Level 4 adviser qualification
* At least 3 years of experience
* CAS certification
* Energy, determination, and ability to manage a sizeable client portfolio and develop new business
Clients are located in East Riding, and your local office is in the area. You should reside nearby.
Looking for balance and a company that treats you fairly? Click apply to learn more. If you don't have a CV, send your contact details, and we can follow up later. Everyone will receive a response.
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