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Financial Planner

Job description

Are you looking to work with high net worth clients, inherit a book of AUM to get you started, have full autonomy over your diary and an abundance of leads to tap into from internal resources?

The role is an employed position and depending on experience, is paying a salary between £65,000 - £90,000 plus bonus on initial fees and recurring, no validation and benefits including double digit non-contributory pension.

You will take on the book of clients and look to grow and develop this from internal leads and cross-business referrals from a industry leading active investment team, working with wider family members and developing your network.

Another benefit is access to a mentor upon joining offering support in upskilling, in specialist areas such as court of protection, power of attorney, vulnerable clients, VCTs, EIS etc. As well as building out your network and working with introducers.

Whilst this firm is a large national business, you will operate as part of a close knit regional team across the Midlands with full admin, paraplanning and back office support.

For more details, please apply or contact Keith Enright.

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