Financial Planner
Salary
Up to 70,000
Location
Woking
Job Type
Full Time|Work From Home
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Job Title: Financial Planner
Industry: Financial Services
Location: Woking, Surrey
Salary: Up to £70,000
Job Description:
The opportunity is with a national IFA that have completed numerous acquisition’s to date and have seen their profits increase numerously.
They were set up in 2015 and have from then grown organically to over 30 advisers operating from 7 regional offices throughout the UK.
Due to a retiring adviser in Woking, this has created an opportunity for an experienced financial adviser to come in and work with a portfolio of existing HNW clients to service with a recurring income value of £200,000 on a home-based position.
There is a good opportunity to generate new business as well by utilising the leads and leveraging off the back of referrals to create new opportunities. All new business generation is rewarded with a generous bonus.
What’s in it for you:
- Existing portfolio of HNW clients
- Lucrative bonus system
- Full back-office support provided by a technical team
- Salary up to £70,000
- 3+ years’ experience giving financial advice
- Enthusiasm for winning new business
- Client-centric ethos
- Existing professional connections is preferred but not essential
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.