financial Planner
Financial Planner
£40,000 - £80,000 basic salary
UK Wide
Recognised as a global brand and leading provider of Financial Planning, banking and trust services to private and institutional clients, this organisation are poised for organic growth and as such are looking to hire a numbers of Financial Planners UK wide.
Your role as a Financial Planner will fall into two categories; firstly to provide a fully holistic Financial Planning service to your clients predominately around SIPP, retirement planning, offshore Bonds and IHT objectives, and secondly to play a group wide in pro-actively sourcing new clients maximising on fee delivery. This will be achieved by utilising existing clients and being involved in marketing campaigns to promote Financial Planning within the organisation market. There is therefore no requirement for planners to move clients from their previous employer as leads and clients will be supplied.
To be considered you must be able to demonstrate a proven track record in managing and developing private client relationships, ideally with evidence of winning new work. You will hold the Diploma in Financial Planning as a minimum, ideally progressing towards chartered status. Basic salary is pitched between £40,000 - £80,000 dependent on experience and location plus comprehensive benefits package and uncapped bonus scheme.
If one of our consultants is not in touch within 5 working days, unfortunately you have been unsuccessful in your application.