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Senior Financial Planner

  • Salary: Up to £72000 per annum + Benefits + Bonus
  • Location: Yeovil, Somerset
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    25 May 2021
  • Job reference: 35213d

Do you consider yourself an experienced Financial Planner who 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 to set yourself up for the future, rather than coasting through the next few years? I'm sure you would agree, there is no better time to make a change then right now.

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

The firm in question is independent and directly authorised, who will supply ultra-high net worth leads and provide full admin and paraplanning support.

You will operate within a close knit team and cover Bristol and the surrounding areas, 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 their nearest office in Bristol. You will be remunerated with a base salary of up to £72,000 a 33% bonus structure and the opportunity to take on shares within the business which will equate to around £1m within a five to seven year period.

To discuss further, please contact Ricardo Manouchehri on 07432611690.

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