Financial Planner

Heat Recruitment

Posted a day ago, valid for 11 days

Barnstaple, Devon EX32 8PF, England

£36,000 - £43,200 per annum

Full Time

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Sonic Summary

The position is for an Employed Financial Planner based in Devon or remote, offering a salary of up to £60,000.
The role involves inheriting a client book and managing existing clients while developing new ones through referrals.
Candidates should have current experience as a Financial Adviser, with whole of market experience and relevant qualifications including Diploma and CAS status.
The job includes benefits such as 28 days holiday, income protection, and a pension plan.
A driving license and vehicle are required for attending client meetings.

Employed Financial Planner - Devon/Remote - Up to £60,000Looking for an opportunity to inherit a book of business?Wanting to be working remotely instead of weekly visits to the office?This could be the right role for you!One of our long-standing Wealth clients are looking for an experience Financial Adviser to join them and look after a client bank in the South-west of England.The focus will be to manage the existing book and then develop your own clients to add to this, off of referrals and new business.Financial Adviser details:

Book of business to inherit
Remote Working
Face to face and telephone/video based meetings
Paraplanning and Admin support
Liaise with introducers and develop relationships
Identify new clients and develop the book

Financial Adviser package:

Circa £5065K basic salary
OTE of £100K+
28 days holiday + bank holidays
Income Protection, Death in Service and medical benefits
Pension 5%

Requirements:

Current experience working as a Financial Adviser
Whole of Market experience
Diploma Qualified & CAS status
Driving Licence & Vehicle (to attend client meetings)

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