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Financial Planner - Employed

Reward Recruitment
Posted 11 hours ago, valid for 16 days
Location

Huddersfield, West Yorkshire HD5 8XT

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

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  • The position is for a Financial Planner with an existing client bank of 150 to 180 clients in Huddersfield.
  • The salary for this role is approximately £70,000 basic, with an on-target earnings (OTE) of £90,000 including bonuses for new business.
  • Candidates must be Level 4 Diploma Qualified and ideally progressing towards or already holding Chartered status.
  • The role involves providing expert advice on investments, private pensions, and tax planning while inheriting established clients and developing new business.
  • The successful candidate will receive ongoing support from a team of experienced Chartered Financial Planners, administrators, and paraplanners.

Financial Planner - with Client Bank (150 - 180 clients)

Huddersfield

c. £70,000 basic + Benefits (OTE £90,000 with existing client bank plus new business bonus)

Our client is looking to recruit an experienced and professional Level 4 Diploma Qualified Financial Adviser, who is progressing to or has already achieved Chartered status. The suitable individual will offer expert advice on suitable investments, private pensions and tax planning, and provide a valuable service to work with an established client base.

You will be working closely with a team of experienced Chartered Financial Planners, inheriting some excellent and well established clients, together with an established and successful support team, including administrators and paraplanners, to service existing clients and help develop the business in the future.

Duties:

  • You will take over some established clients (150 - 180), whilst developing new business.
  • You'll have a guaranteed and constant source of leads.
  • You'll receive a comprehensive handover with continued, ongoing support.

For further information please send your CV to Stuart at Reward Recruitment Limited or contact him on 0 7 7 4 7 7 8 2 9 3 4 for a discreet and confidential chat.

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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.