Accessibility Links

Financial Planner, UHNW Client Bank & Leads Provided

  • Salary: £85000 - £95000 per annum + Benefits + Bonus, OTE c£130k+
  • Location: Southampton, Hampshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    15 Jan 2021
  • Job reference: 35067a

We like to compare our clients to supermarkets and this wealth business is certainly up there with Waitrose. If you are a Chartered Financial Planner or very close to becoming Chartered and open to working with a top tier firm, then feel free to get in touch and discuss.

As cheesy as it sounds, you can't build a house without the right foundations. This is exactly what this firm is about. You will be driven by quality, and developing internal relationships to give you the platform and foundation you need to build a sustainable client bank. It's all about thinking long term, rather than the here and now.

As the sole Financial Planner in the region, you will build relationships and partner with colleagues from the investment side of the business, who will provide you with an abundance of leads and opportunities.

There is a an existing client bank to pick up from day one, with an average cases size of £600k. There is no reason, given what will be available to you, to get the average case size up to £1m. All admin and paraplanning is provided, but you will be given the opportunity to bring in your own admin and paraplanning team to support, if that is something of interest.

We are looking for a personable and genuine Financial Planner who is driven by the clients best interest and not theirs. Someone who is thinking long term, rather than the here and now and someone who has the drive and hunger, but not greed. Fees will take care of themselves and you will be rewarded well above the market rate with regards to salary and bonus.

That said, if you are just driven by £ signs then it is best you don't apply as this is a client focused role and they are looking for individuals who are looking to make a real difference. However, if you have the good traits in the description above, please get in touch. The salary on offer is up to £95,000 plus benefits, with on target earnings of £130k to £150k.

Waitrose role for a Waitrose candidate, contact Ricardo Manouchehri for a chat on 07432611690.

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: