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Beverley
Financial planner
Financial Planner - clients to inherit / 30 bonus on all new business

Financial Planner - clients to inherit / 30 bonus on all new business

Exchange Street Claims & Financial Services

Posted 5 days ago, valid for 20 days

Beverley, East Riding of Yorkshire HU17 9UQ

Full Time

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Sonic Summary

This financial planning firm offers a balanced work environment where rewards align with efforts, unlike many other firms.
Advisers can earn a starting salary between £50,000 and £75,000, depending on their experience, alongside generous bonuses for new business and client retention.
Candidates are required to have at least 2 years of experience as a planner and hold a level 4 qualification, with level 6 being preferable.
The role includes inheriting a client bank of up to 100 clients, providing opportunities for new business and long-term client relationships.
The firm promotes a healthy work/life balance with flexible working arrangements and strong support from paraplanners and administrators.

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. And that's because there's no validation in year one - you earn bonus (at 30%) on all new business that you do.True you will inherit a client bank (up to c100) 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. And given you're inheriting clients from a retiring planner you'll have plenty of opportunity to do more with the clients you have.And they get the balance right here too. There's 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.And as you grow and develop the book you'll get 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 (£50,000 - £75,000 depending on experience). And you'll have the support of paraplanners and administrators in your local office.There's flexible working and an ethos of encouraging a healthy work/life balance. And the feedback we get from planners who have interviewed and now work for them, is excellent. WHAT YOU'LL NEED:You'll need to be a level 4 adviser (level 6 would be great) with a great track record.You'll have CAS and have the energy, determination and ability to manage a sizeable, client portfolio and develop new business.And good experience (2 years plus as a planner) is needed. Clients are in East Riding along with your local office, so you'll live in the area. -----------------------------------------------------------------------------------------Looking for balance, 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 contact details and we can come to the CV later.Everyone will get a response.

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