Financial Planner

Heat Recruitment

Posted 19 days ago, valid for 7 days

Bromsgrove, Worcestershire B61 7DU, England

£36,000 - £43,200 per annum

Full Time

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Sonic Summary

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)

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