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Homebased Financial Planner, £220k recurring to inherit

  • Salary: £55000 - £65000 per annum + Benefits + Bonus
  • Location: Basingstoke, Hampshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    25 Feb 2021
  • Job reference: 35245c

You're an experienced and ambitious Financial Planner, but due to the lack of opportunity and frustrations within your current firm, you find yourself reading this advert. You're more than capable of writing new business and retaining clients, but the lack of lead flow, coupled with the pressures of new business targets is starting to take its toll.

If you're open to a inheriting a client bank, from a retiring Financial Planner and join a firm, who have a strong business development programme for their advisers, this could be an opportunity that pique's your interest.

We are looking for an experienced Financial Planner, either chartered or working towards, for our national wealth management firm based in Reading.

The Financial Planner will inherit a large bank of clients and will be responsible for retaining and developing business. You have the option to be home based and will cover Reading.

This firm has recently gone through a merger and is making significant changes to their way of working. They can only achieve their goal, with the right quality of Financial Planner who share the same vision. Therefore, if you not only want to inherit a large client bank, not have to worry about business development, but also make a positive impact towards the wider business, then get in touch for a chat.

What's in it for you? The successful Financial Planner will be remunerated with a basic salary of up to £65,000, plus a 30% bonus paid on ongoing and new business written, pension and benefits.

Fancy a chat to find out more but don't have an up to date CV? Not to worry, feel free to call Ricardo Manouchehri on 07432611690.



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