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.