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We are currently recruiting for a Financial Planning practice based in Chelmsford who are looking to recruit a Financial Planner to service a client bank.
Our client is an independent financial advice and wealth planning company based in Essex. They advise on both personal and business financial solutions, you will be provided with a client bank. You will be part of a friendly and social team with no micromanagement, so you will be fully supported to excel within the company as a Financial Planner.
- Provide annual reviews to clients and support them through their financial planning
- Servicing only, no new business expectations
- c. 200 households (300 meetings per annum)
- Full paraplanning and admin provided in house. You will not be required to write reports.
- Salaried role based on the individual, but competitive (Expect £40-70k).
- Annual bonus based on client satisfaction and retention.
- Scope would be there for them to develop new relationships as the role would not require 40 hours per week, although it is heavily focused on existing client support. I would argue that the role would suit an individual that would prefer a service focused position.
- Hybrid role, but probably 3-4 days with clients (50% of all meetings are via zoom/teams).
- Level 4 minimum qualified
- Minimum of three years’ experience in the role
