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Financial Planner

Placing Faces
Posted 16 hours ago, valid for a month
Location

Barnsley, South Yorkshire S70 1XY, England

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A well-established mortgage broker and financial planning firm is seeking a self-employed Financial Planner to join their team.
  • Candidates must have a minimum of Level 4 diploma qualification and at least 1 year of experience as a Financial Planner.
  • The role requires individuals to be self-motivated, able to work to deadlines, and provide expert advice on investments, pensions, and protection.
  • The compensation structure includes a commission split of 75/25 for self-generated leads and 50/50 for provided leads, along with full support in client acquisition.
  • Interested applicants with the required experience are encouraged to apply for this opportunity.

We are working with a well established mortgage broker/financial planning firm who are looking for a self employed financial planner to join their team.

They have a variety of introducers, including mortgage brokers, and other avenues of leads that the Director has brought into the business.

They are looking for a Financial Planner with the following experience;

  • Level 4 diploma qualified as a minimum
  • Minimum 1 year as a Financial Planner

To become a Financial Planner you must;

  • Be able to work to deadlines
  • Be self and money motivated
  • Provide expert knowledge advice on investment, pension and protection advice

Benefits you will receive as a Financial Planner;

  • Leads provided, full support in bringing any clients across
  • Great commission split- 75/25 for self gen and 50/50 on leads provided
  • Access to a variety of introducers

If you have the correct experience to become a Financial Planner here and are interested, please apply and we will be in touch.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.