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Financial Planner - taking over from a retiring IFA

Worcester

£40000 - £50000 per annum + Benefits + bonus

Permanent

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We are seeking an experienced Financial Planner for our regional award-winning client who specialise in providing financial advice to HNW clients and employee benefits strategies for UK businesses. The Financial Planner will work alongside a retiring IFA in the early stages to gain an understanding of the business and processes. Although this is a new business role, there is no expectation for you to 'self-generate' as you will be furnished with warm quality leads passed out from the employee benefits arm of the business. This model has proven to be a great success, with two of their Financial Planners building a client bank, from the leads provided, worth a combined £70 FUM in just over a three-year period. The ideal candidate will relish the opportunity of following up on warm leads and meeting new clients, providing first class holistic advice to various sized clients (Company Directors and Business Owners). You will be provided with full paraplanning and admin support, so you can focus on providing advice to clients. You will cover the West Midlands and Worcestershire areas and manage your diary, to suit your day ahead, therefore giving the option to work from their offices or from home. All that is expected to be considered for this fantastic opportunity is the following:SPS/CASCompetent and confident Financial PlannerTeam playerProfessional and service ledHolds the client's best interest at heartCommercially awareWhat's in it for you? The successful Financial Planner will be remunerated with a basic salary of up to £50,000, 20% plus bonus, pension and benefits. Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still 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.

Posted 14 days ago

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