Financial Planner

Heat Recruitment

Posted a day ago, valid for 11 days

Bromsgrove, Worcestershire B61 7DU, England

£36,000 - £43,200 per annum

Full Time

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Sonic Summary

The job is for an Employed Financial Planner in the Midlands with hybrid working options, offering a salary of up to £60,000.
Candidates will inherit a book of business and are expected to manage existing clients while developing new ones through referrals and new business.
The role includes remote working, paraplanning and admin support, and requires face-to-face as well as virtual meetings.
Applicants must have current experience as a Financial Adviser, hold a Diploma and CAS status, and possess a driving license and vehicle.
The position offers a competitive salary with OTE exceeding £100K, along with benefits such as 28 days holiday, pension contributions, and medical benefits.

Employed Financial Planner - Midlands/Hybrid working - 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 Midlands, covering Leicester to BirminghamThe 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 £50 - 65K 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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