Accessibility Links

Financial Planner - High net worth leads and shares

  • Salary: £72000 - £76000 per annum
  • Location: Stratford-upon-Avon, Warwickshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    19 Nov 2020
  • Job reference: 34832d

Are you a Financial Planner that is either not being rewarded for the levels of business you're writing or feel you have hit a ceiling with your current firm?


Are you in a position whereby the more funds you add under your management your remuneration doesn't reflect this?


Are you now at a stage where you're ready to take on shares within a business, setting yourself up for the future, rather than coasting through the next few years?


The outside world is far from perfect right now, but this is an opportunity that comes up every once in a good while.

Normal world or pandemic, this opportunity is certainly one to be considered.


The firm in question is independent and directly authorised. They are converting 70% of the leads supplied with an average case size of £500k. Full support around admin and paraplanning is also provided.


You will be this firms only Financial Planner covering Gloucestershire, picking up all of the leads supplied from their sister company who provide insurance to ultra-high net worth individuals. These employees are incentivised to pass leads, so its within everyone's interest to make sure it's a collaborative partnership.


The incoming Financial Planner will manage their own diary and have the option to either work from home or from one of their offices. You will be remunerated with a base salary of £76,000 a 33% bonus structure and the opportunity to take on shares within the business.


To discuss further, please contact Ricardo Manouchehri.

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.

Our clients include: