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Financial Planner, All clients provided

  • Salary: £40000 - £50000 per annum
  • Location: Coventry, West Midlands
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    03 Dec 2019
  • Job reference: 33590

This role will suit a newly qualified Financial Planner who is keen to take on a bank of clients and elevate their career to the next level, or an experienced Financial Planner who is open to servicing a bank of clients and seeing themselves out to retirement.

You will inherit a large bank of existing clients from a Senior Financial Planner who is taking on more responsibility within the business. The client bank will have an average case size of £310,000 and will be across the Midlands space. The role will allow you to be home-based, but if you choose to work from their offices, this will be in Coventry.

A few key pointers...

Top tier national firm, very low turnover of staff, paraplanning and admin support, family feel culture, opportunity to progress and take on more responsibility, no emphasis to bring over any clients, full support with further studies and qualifications.

Feel free to contact Ricardo Manouchehri to discuss.

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