Financial Planner

Everpool • Stoke-on-Trent, ENG, United Kingdom • 2d ago

Job Description

Financial Planner – Staffordshire/ Midlands Based
Salary Range: £55,000 - £80,000
(OTE in excess of £100,000)

Due to an internal promotion our client is looking for an experienced Financial Planner to join their successful and growing business on a remote basis. They are a CII Chartered Firm located in the Midlands, who have been helping clients meet their life goals since 2001. They currently have just under £700m of assets under management and, they are expanding rapidly.
This is a fantastic opportunity for the right personable and professional candidate!
You will receive full admin and paraplanning support and you will pick up existing long-standing relationships from experienced Planners, as well as building up new client relationships.
If you are looking for a long-term role in a great company to work for this could be the perfect role for you.
What's in it for you:

Basic Salary up to £85,000
OTE in excess of £100,000 - Competitive Financial Planner Bonus scheme with uncapped earnings potential.
Client bank with significant AUM with a “professional” handover.
28 days holiday plus Bank Holidays
Private Medical Scheme
Fully matched pension of 5%
Death in Service (4 times basic salary)
Paraplanning and Administration support
Other benefits available

Skills and experience required:

As a minimum you will be CII Level 4 Diploma qualified.
A minimum of five years' experience advising high net worth clients
Drive, determination and commitment which will be demonstrated in your everyday working practices.
Excellent communication skills, a big team player and client focused.
A proven record of success as a tied, restricted, or independent financial planner.

Interested?
Call Laura on 07747446152 or email for more information

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