Financial Planner

Everpool

Posted a day ago, valid for 8 days

Stoke-On-Trent, Staffordshire ST9 0ET, England

£25,000 - £30,000 per annum

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

The position is for an experienced Financial Planner based in Staffordshire or the Midlands, offering a salary range of £55,000 to £80,000 with the potential to earn over £100,000 OTE.
The client is a CII Chartered Firm that has been operating since 2001, managing nearly £700 million in assets and experiencing rapid growth.
Candidates must possess at least five years of experience advising high net worth clients and hold a CII Level 4 Diploma qualification.
The role includes full admin and paraplanning support, as well as the opportunity to manage existing client relationships and develop new ones.
Additional benefits include 28 days of holiday, a private medical scheme, a fully matched pension plan, and a competitive bonus structure.

Financial Planner – Staffordshire/ Midlands BasedSalary Range: £55,000 - £80,000(OTE in excess of £100,000)Due to an internal promotion our client is looking for an experienced Financial Planner to join their successful and growing business on a remote basis. They are a CII Chartered Firm located in the Midlands, who have been helping clients meet their life goals since 2001. They currently have just under £700m of assets under management and, they are expanding rapidly.This is a fantastic opportunity for the right personable and professional candidate!You will receive full admin and paraplanning support and you will pick up existing long-standing relationships from experienced Planners, as well as building up new client relationships.If you are looking for a long-term role in a great company to work for this could be the perfect role for you.What’s in it for you:

Basic Salary up to £85,000
OTE in excess of £100,000 - Competitive Financial Planner Bonus scheme with uncapped earnings potential.
Client bank with significant AUM with a “professional” handover.
28 days holiday plus Bank Holidays
Private Medical Scheme
Fully matched pension of 5%
Death in Service (4 times basic salary)
Paraplanning and Administration support
Other benefits available

Skills and experience required:

As a minimum you will be CII Level 4 Diploma qualified.
A minimum of five years’ experience advising high net worth clients
Drive, determination and commitment which will be demonstrated in your everyday working practices.
Excellent communication skills, a big team player and client focused.
A proven record of success as a tied, restricted, or independent financial planner.

Interested?Call Laura on or email for more information

Apply now in a few quick clicks

Financial Planner

Financial Planning Administrator - IFA practice - Newcastle-under-Lyme

Paraplanner

Finance Trustee