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Financial Planner

Everpool Recruitment
Posted a month ago
Location

Coventry, West Midlands CV7 7LP, England

Salary

£65,000 - £85,000 per annum

Contract type

Full Time

Life Insurance
Financial Planner
West Midlands
65,000-85,000 per annum + bonus

We are recruiting for a massively growing Chartered firm based in the West Midlands. Theycurrently have just under 700m of assets under management and are expanding rapidly.They are located close to Junction 6 of the M42, Solihull, Birmingham International Station and Birmingham Airport.
This is an incredible oppourtunity to take over around 170 million worth of clients assets. We are looking for someone who can take over as a senior adviser is retiring.

Benefits
  • Bonus award validation would be made up of income received from new business and recurring fees
  • Bonus based on a combination of revenue and compliance targets.
  • Fully matched Pension of 5.00%
  • Life Assurance of four times basic salary
  • Private Medical Insurance
What you will need
  • As a minimum you will be CII Level 4 Diploma qualified.
  • A minimum of three years experience advising clients
  • Drive, determination and commitment which will be demonstrated in your everyday working practices
  • Excellent communication skills, a team player and client focused.
  • To be committed to ongoing personal and professional development
  • To have a proven track record of success as a tied, restricted or independent financial planner
Please reach out today if you are interested in hearing more - Bridget Holder (url removed)or call(phone number removed). Please note only succesful applicants will be contacted.


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