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Financial Planner - HNW clients provided

Job description

What is the reason you are reading this job? Are you keen to take that next step, work with wealthier type of clients on complex cases? Is it the lack of clients? Maybe the lack of paraplanning or admin support? Poor pay or bonus structure? Or just generally hacked off with management?

This opportunity will offer you the following:

  • Grown up environment and ability to manage your own diary - No more morning meetings each day having to justify your existence
  • Ability to work from an office or from home - your choice
  • Local HNW clients to work with
  • Full admin and paraplanning support - no more paper work of an evening or weekends
  • Clearly defined bonus structure, which pays 33% on all new and ongoing business
  • Full exam support to gain chartered status, SOLLA etc
  • Salary: £65,000 - £72,000, 30 days holidays plus bank holidays, pension and other benefits

If you would like to discuss further please contact Ricardo Manouchehri on 07432611690, who will discuss the client and finer details.


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