Financial Planner

Our client is seeking a Financial Planner in the
West Midlands/Worcester area to join their team and benefit from a highly
competitive salary and their generous monthly bonus of 25% of initial fees on
all new business written, plus additional tiered annual bonus for meeting
benchmark. You will be supplied with an existing, client bank to takeover and
grow, with full suite of back-office support team of Paraplanners and
Administrators plus state-of-the-art AI processes to enable you to concentrate
on client facing factfinding and recommendation meetings. You will also be
providing fully independent financial planning advice offering cashflow
modelling.

They are seeking a client focused Financial Planner
who can be at the early stages of their Adviser career who enjoys building
strong relationships and provide excellent service to their clients. You should
be hungry to grow this client bank organically through referrals and full
holistic advice. As further acquisitions come on board you are likely to have
additional higher value clients added to your portfolio.

Successful Financial Planners in their team obtain growth
through their high level of financial planning service and exceptional client
relationships.

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 and AI generated reports formulate
appropriate financial strategies. You will be advising on clients’ pensions,
savings, investments and other financial needs.

This role is ideal for someone who is at the
beginning of their Financial Planning journey. Our client will look to develop
your skills and knowledge in order to enable you to grow your client bank and
income. Your salary will grow each year linked to your recurring income.

Financial Planner Requirements

• You must hold full Level 4 Diploma in financial planning or
  equivalent
• You should have 1+ years’ experience as a Financial Advisor
  (ideally with CAS status)
• You be comfortable growing a client bank through referrals
• You should be familiar and use cash flow modelling also helps
  identify potential IHT liabilities and strategies to mitigate them
  efficiently
• You should have a client centric approach and have dedication to
  doing the right thing for clients meeting their financial objectives, and
  tax strategies
• You should have excellent interpersonal skills, approachability,
  professionalism and good IT skills

Financial Planner Benefits

• Starting salary of £50,000
• OTE of c.£70,000 during first year with opportunity to grow
  substantially in future years
• Generous bonus scheme to reward any new business written paid
  monthly
• Additional annual incentive available
• Hybrid working
• Plus company benefits

Company

This national IFA firm with over £5bn of AuM are
looking to significantly grow their business and recognise to achieve such
growth, and success is dependent on dependent on having the right people in the
business. As such they are looking to build a strong team of passionate and
skilled team members.

Locations

West Midlands / Worcester

Call us
now on 0208 0044 154 or click Apply

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