Financial Planner - 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 this financial planning firm, they've got the balance right. The £200,000+ ongoing fees you'll inherit will mean that you earn a bonus (at 30%) on all new business that you do.
You will inherit a client bank to service, which provides opportunities for new business, directly and through referrals. Given you're inheriting clients from a retiring planner, you'll have plenty of opportunities to engage with these clients.
There are different services available so clients with less complex needs can move to other advisers, allowing you to focus on those with ongoing needs.
As you grow and develop the book, you'll receive 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 receive a good starting salary befitting someone with your knowledge (£55,000 - £75,000). You will also have the support of paraplanners and administrators in your local office.
WHAT YOU'LL NEED:
You need to be a level 4 adviser (level 6 would be great) with a strong track record. You will have CAS and possess the energy, determination, and ability to manage a sizeable client portfolio and develop new business.
A minimum of 3 years of experience as a planner is required. Clients are in Cheshire, along with your local office, so you should live in the area.
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.
Everyone will get a response.
#J-18808-Ljbffr