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Job description

My client is based just South of Warrington. They are currently looking for an independent Financial Planner, who will have a focus on driving new business through professional connections.

The role

  • Deliver the company's service proposition through regular client meetings covering all areas of financial planning
  • Where required, assist other Financial Planners with the ongoing service of the existing client book
  • Work alongside existing Financial Planners and Head of Paraplanning to develop the proposition
  • Attend the company's Investment Committee
  • Work alongside the corporate team to identify and convert suitable members to wealth management
  • Develop the company's existing professional network and build new networks and relationships with a view to obtaining regular, high-quality client referrals
  • Maintain sufficient and appropriate CPD
  • If not already attained, a willingness to progress and achieve chartered status

Whats on offer:

  • A competitive basic salary
  • A generous bonus scheme linked to OTE/income generated
  • 25 days holiday, including bank holidays and an additional day for your birthday
  • Group personal pension provision through salary sacrifice with employer contributions matched up to 5% and ER NI savings passed on
  • Death in service benefits (4x basic salary)
  • Healthcare/cashback scheme
  • Full relevant examination support (including study leave)
  • Christmas period shutdown

For more information please contact Graeme Hyland on 07896 933622 or email Graeme.hyland@idexconsulting.com

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