Independent Financial Planner

This exciting, employed, remote based Independent Financial
Planner job is the full package! The business will provide you with leads,
existing clients, full back office support and cost effective solutions to
clients!

This proposition is well suited to proactive, experienced
Financial Planners who enjoy building great, long-term relationships with new
and existing clients. You should look to make use of the excellent tools
available to drive new business such as professional introducers, business
planning, referrals and suite of marketing resources

You will be given a healthy portfolio of existing clients
with aim to retain, service and grow this further. They have a wide range of
clients, with most being Business Owners, Entrepreneurs, Professional or Retail
Clients. Plus, you may be provided with some corporate clients, where you will
have the opportunity to provide seminars and financial clinics, either at the
clients’ homes, business premises or via Teams.

Plus, you will receive up to 8 pre-qualified leads per month
from their contact team, enabling you to grow your client bank even further.

You should focus on conducting in-depth reviews to
understand your client’s current and future financial goals and objectives, and
with the support of their back office team formulate appropriate financial
strategies. You will be advising on clients’ pensions, savings, investments, IHT,
trusts and other financial needs.

Excellent remuneration package provided to reward your
productivity.

This is a home-based role with remote working, including
telephone / video interaction with clients. Although, you should aim to meet
clients in-person, as this works well to deepen relationships and opportunity
to develop referrals (car allowance and mileage provided).

Financial Planner Requirements

• You
  must hold full Level 4 Diploma in financial planning or equivalent,
  holding CAS status as an experienced Financial Advisor providing holistic
  financial planning (including (IHT, trust & estates, investments,
  pensions and protection)
• You
  must have a proven track record in converting lead opportunities, networking
  and attracting new clients through business development activities – you will
  be asked to demonstrate this during the interview process
• You
  must have a proven track record of retaining excellent ongoing
  relationships, ideally from acquired clients or taking over servicing from
  another Advisor
• You
  should have a client centric approach and have dedication to doing the
  right thing for clients
• You
  should have excellent interpersonal skills, approachability,
  professionalism and good IT skills
• You must
  be open to travelling up to 2 hours from your home for client meetings and
  also attend their Head Office in West Midlands up to once per month

Financial Planner Support

Our client ensure their Financial Planners have
comprehensive support in place to enable them to thrive. You will receive
end-to-end in-house support from their admin and paraplanning teams. Plus, an
ongoing learning and development culture that encourages and supports
professional development. In addition, an in-house marketing team who have a
consultative approach.

Financial Planner Benefits

• Salary
  negotiable with excellent salary and bonus structure on offer
• Remuneration
  packages also includes car allowance, excellent bonus structure, mileage
  reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1
  paid day off to undertake charitable work, discounted financial advice,
  retailer discounts, MediCash, and access to remote GP anytime
• Home
  based role with travel to meet clients in person and use of their regional
  offices if desired
• Self-employed
  option available, if you would prefer

Locations

Nationwide

Call
us now on 0208 0044 154 or click Apply

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and Disclaimer

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in our adverts including any salary, benefits or on target earnings are
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