SonicJobs Logo
Left arrow iconBack to search

Financial Planner

Heat Recruitment
Posted 19 days ago, valid for 7 days
Location

Bromsgrove, Worcestershire B61 7DU, England

Salary

£36,000 - £43,200 per annum

info
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

info
  • The position is for an Employed Financial Planner in the Midlands with hybrid working options, offering a salary of up to £60,000.
  • The role involves inheriting a book of business and managing existing clients while developing new ones through referrals and new business.
  • Candidates must have current experience as a Financial Adviser, with whole of market experience and hold a Diploma Qualification and CAS status.
  • Additional benefits include 28 days of holiday plus bank holidays, income protection, death in service, medical benefits, and a 5% pension contribution.
  • The ideal candidate should possess a driving license and vehicle to attend client meetings.

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)

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.