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Title: Financial Planner
Salary: OTE £80-100k
Location: Fully remote but ideally based in Milton Keynes.
We are working with a well established mortgage broker/financial planning firm who are looking for a self employed financial planner to join their team. They have a variety of introducers, including mortgage brokers, and other avenues of leads that the Director has brought into the business.
They are looking for a Financial Planner with the following experience;
- Level 4 diploma qualified as a minimum
- Minimum 1 year as a Financial Planner
To become a Financial Planner you must;
- Be able to work to deadlines
- Be self and money motivated
- Provide expert knowledge advice on investment, pension and protection advice
Benefits you will receive as a Financial Planner;
- Leads provided, full support in bringing any clients across
- Full admin and paraplanner support
- 3-6 month retainer possible for the right person.
- 50/50 split on clients provided
- 65% for self gen up to 100k, 70/75% there after.
- Directly Authorised.
If you have the correct experience to become a Financial Planner here and are interested, please apply and we will be in touch.
