You’ve been there, done that and got the t-shirt. You know exactly what your strengths as a financial planner are.
You're great with clients. You're thorough and diligent. And whilst there are times when you need support, you're capable and conscientious enough to get on with the job.
With this business, you'll work from home servicing a book of existing clients. The focus is on retaining those clients and doing more with them, not prospecting or networking. You'll inherit these clients from financial planners who are retiring and/or going through an acquisition.
Numbers wise you'll inherit c100 households with £140,000 - £200,000 ongoing fees attached to them. You also won't need to worry about hitting your bonus threshold - your ongoing fees will do that.
And that's because you'll start on a salary of £50,000. There's a 3 x validation to earn bonus, but by inheriting that amount of ongoing you'll be earning 25% on everything you do above that.
As for the managerial style, well, it’s in keeping with what someone with your experience should expect. The directors understand that good planners want to get on with the job at hand so they've built very capable admin and paraplanning teams. They're a Chartered, award-winning business, so ongoing CPD/training is of a very high quality.
Current Openings:
* Cannock/Wolverhampton/Birmingham
* Nottingham/Derby
* Bristol/Bath
* Northern Home Counties up to Peterborough (with the occasional client in London)
Benefits:
* 8% non-contributory pension
* 2 x Death in Service
* PMI
* 20 days holiday plus between Christmas and New Year
Minimum Requirements:
You'll be an experienced level 4 financial planner capable of working from home. You'll be a self-starter and great with existing clients - servicing will be your forte.
You will also live in one of the areas described above as there will be face-to-face meetings alongside telephone/video appointments.
Want to work for a firm with reasonable expectations that gives you all the resources to be successful? Click apply.
If you don’t have a CV don’t worry about that we can get to that later. Just send us a way of contacting you.
Everyone will receive a response.
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