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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 8 days ago, valid for 14 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 are aligned with efforts put in by employees.
Advisers can earn a starting salary between £55,000 and £75,000, depending on their experience, along with bonuses for new business and client retention.
Candidates must be level 4 advisers with a solid track record and the ability to manage a sizeable client portfolio and develop new business.
The firm provides support from paraplanners and administrators, along with flexible working arrangements to promote a healthy work/life balance.
Applicants should reside in the East Riding area, where the firm’s clients and local office are located.

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 (£55,000 - £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 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.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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