Clients to Inherit / 30% Bonus on All New Business
Salary/Rate: To £75,000 + 30% bonus on all new business + benefits
Balance. All people want is a balance between the work they put in and the rewards they get out.
At a lot of firms it doesn't work like that. You don't get the clients or the support you need. You have unrealistic expectations placed on you. You work hard but the rewards are weighted towards the company.
Not here.
At this financial planning firm they've got the balance right. The £200,000+ ongoing fees you'll inherit will mean that you earn a 30% bonus on all new business that you do.
True, you will inherit a client bank to service which eats into the time you get for developing new business. But that existing client bank provides opportunity for new business, directly and through referrals. Given you're inheriting clients from a retiring planner, you'll have plenty of opportunity to do more with the clients you have.
They get the balance right here too. There are different services available so clients with less complex needs can move to other advisers. You'll get to focus on those with ongoing needs instead.
As you grow and develop the book, you'll get a bonus on growing ongoing fees (15%). So you're rewarded straightaway for new business and long-term for retaining clients.
On top of the generous bonus, you'll get a good starting salary befitting someone with your knowledge (£55,000 - £75,000). You will have the support of paraplanners and administrators in your local office.
WHAT YOU'LL NEED:
You'll need to be a level 4 adviser (level 6 would be great) with a great track record.
You will have CAS and the energy, determination, and ability to manage a sizeable client portfolio and develop new business.
Good experience (3 years plus as a planner) is needed. Clients are in Cheshire along with your local office, so you'll need to live in the area.
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If you're looking for balance and a company that treats you fairly, click apply and we’ll tell you everything you need to know.
If you don't have a CV, don't worry. Send us your contact details and we can come to the CV later.
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