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Homebased Financial Planner

  • Salary: £40000 - £70000 per annum
  • Location: Warwickshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    08 Sep 2020
  • Job reference: 34225

Lockdown, Zoom calls, Furlough. It has been a very challenging few months for us all, but things look like they are starting to ease (ever so slightly) and hopefully turn in our favour. It gives me great pleasure to tell you about the following role, not only because it may be a sign things are starting to pick back up, but because this is a genuine opportunity for a Financial Planner to add great value to people's lives and financial goals.

The firm is a national independent financial advising practice. They offer truly independent advice and use cash flow modelling (CashCalc and Voyant) to plan the paths and goals of their clients.

You will take on a bank of existing clients from a retiring Advisor and will be up and running with £130,000 of recurring income from day one. This will give the incoming Financial Planner the opportunity to build relationships, nurture and identify any new financial planning needs from the existing clients.

You will be given the freedom, working in a grown-up environment, to work from home and manage your own diary. This will remain the same when lock-down restriction has been completely lifted. Therefore, the Financial Planner will generate new business by their own methods, be that from professional connections, referrals, your network or seminars. You will be given full autonomy and the backing of the firm in ways to do this.

What is in it for you? The successful Financial Planner will be remunerated with a basic salary of up to £70,000, plus £4,500 car allowance, 40% bonus paid on new business (no validation in first year), pension and benefits.

Fancy a chat to find out more but do not have an up to date CV? Not to worry, feel free to 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.

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