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Cambridge, Cambridgeshire
Financial planner
Financial Planner with Leads Provided

Financial Planner with Leads Provided

Allerton Park Recruitment Solutions

Posted 25 days ago, valid for 7 days

Cambridge, Cambridgeshire CB3 0PZ, England

£40,000 - £48,000 per annum

Full Time

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Sonic Summary

A well-regarded national firm of Financial Planners is seeking to expand their team in the Suffolk/Cambridge/Essex area.
Candidates will receive a guaranteed basic salary of £40,000, with the potential to earn high bonuses based on performance.
The role involves engaging with clients in the Medical and Dental professions and does not require an existing client following.
Applicants must hold a Level 4 Financial Planning Diploma and have at least 12 months of experience in a client-facing Financial Planning role.
Flexible working arrangements will be available after the induction period, along with a comprehensive benefits package.

We are currently working with an extremely well regarded, National firm of Financial Planners who are looking to grow their busy team of Financial Planners.

As a result of their connections and marketing activity, the firm is able to offer a strong flow of leads in the Suffolk/Cambridge/Essex area which are focused on people in the Medical and Dental Professions (surgeons, doctors, dentists etc) and there is no requirement for an initial client following.

You will be involved in speaking at seminars and identifying and developing new business opportunities as well as following up on all enquiries.

You can be based from either the London or East Anglia office and, once induction is complete, working arrangements are flexible.

There is a guaranteed basic salary of £40,000 on offer, together with the opportunity to earn extremely high bonus levels once established in the role. Overall, you will earn circa 40% of business generated. In addition, there is a comprehensive benefits package.

To be considered, you will need to have the Level 4 Financial Planning Diploma qualification, have a minimum of 12 months experience in a client facing Financial Planning role and be self-motivated and engaging with a passion to succeed.

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