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Financial Planner

Placing Faces
Posted a day ago, valid for 23 days
Location

Sheffield, South Yorkshire S5 8DP

Salary

£25,000 - £30,000 per annum

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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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  • A well-established mortgage broker and financial planning firm is seeking a self-employed Financial Planner to join their team.
  • Candidates must hold a Level 4 diploma and have at least 1 year of experience as a Financial Planner.
  • The role requires the ability to work to deadlines and a strong motivation for self and financial success.
  • Financial Planners will benefit from provided leads, a supportive environment, and a commission split of 75/25 for self-generated clients and 50/50 for leads provided.
  • Interested candidates with the required experience are encouraged to apply for this opportunity.

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
  • Great commission split- 75/25 for self gen and 50/50 on leads provided
  • Access to a variety of introducers

If you have the correct experience to become a Financial Planner here and are interested, please apply and we will be in touch.

Apply now in a few quick clicks

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.