Desk based financial planner- Reading
Salary
35K - 45K
Location
Reading
Job Type
Full Time|Work From Home
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My client is a highly-established IFA practice who have a reputable desk based team in Reading. Due to an increased demand in HNW leads coming in they need to grow the team by 1/2 desk based IFA’s ASAP. This is perfect for someone who wants to work Monday to Friday 9-5 and have your evenings back as an adviser
Purpose:
- To maintain a high-quality advice service to existing clients on a range of Financial planning solutions.
- To retain existing on-going income
- To generate additional new business income
- To identify and pass on opportunities for internal referrals for client facing meetings.
- Ideally Reading based but will also consider other locations and home-based
- Basic salary range £35k- £45k
- Must be level 4 diploma qualified
- Minimum of 18 months’ experience of already providing financial advice
- Basic salary range £35k- £45k
- Quarterly bonus OTE £60k +
- Flexible remuneration scheme
- 25 days holiday, increasing to 28 over time
- Private medical cover
- PHI, DIS