Financial Planner

Financial Planner Staffordshire/ Midlands Based
Salary 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 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 (phone number removed) or email (url removed) for more information.