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Financial Planner - All Clients Provided

  • Salary: £55000 - £75000 per annum + Benefits + bonus
  • Location: Bath, Somerset
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    05 May 2020
  • Job reference: 33834

If you're anything but an ethical and experienced Financial Planner, who is led by high quality service levels, then please skip onto the next advert. This role is not for you!

We are looking for an experienced Financial Planner, to join a top performing chartered financial planning firm, who specialise in providing holistic financial advice to wide range of clients including UHNW individuals. You will inherit a client bank and cover the South West region.

The successful Financial Planner will be joining a firm that will furnish you with leads and clients. You will be responsible for retaining and developing the existing client bank. It's an absolute must that you are driven by high quality service levels and have an ethical approach to financial planning. Anything but, just won't do!

The role will include servicing existing clients of the core accountancy practice and also business development via internal business teams.

Full paraplanning and back office support is a given, with each Financial Planner being allocated an Administrator, leaving you to meet with clients and write business.

This is an outstanding opportunity for a Financial Planner to join a top 50 firm with a strong brand within the market place.

What's in it for you? The successful Financial Planner will be remunerated with a basic salary of up to £75,000 20% bonus, additional discretionary bonus, plus benefits. OTE will be well into six figures.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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