Financial Planner £50 – £70,000 (Expected £80k in year 1), plus benefits and bonus
We are currently working with a fantastic new age, ultra-modern Financial Planning firm with a heavy focus on using technology to improve the quality of service that they provide to their clients, coupling that with a fantastic business culture that allows people to use their entrepreneurial side to constantly improve the business, and once again, the service that they are providing for clients. It really is a unique proposition and gives you the chance to be part of something different!
They have a highly attractive and rare opportunity to bring in a Financial Planner for someone more established within the industry to join as a Partner of the business with roughly 2-3 years client facing experience and CAS. Taking full advantage of this firm’s high lead conversion rate coupled with a unique offering towards client service, you will be expected to grow a client book (not expected to bring any) and in turn reap the benefits from a financial and cultural standpoint.
Our client has removed lengthy, paper based suitability reports and use technology to deliver full holistic advice in an entirely digital way, so if you are frustrated with the status quo and want better outcomes for your clients this approach allows for you to spend time with their clients and not with admin or writing reports.
This is an exciting opportunity for a self-starter with the ambition to move away from traditional wealth management firms and cultivate their own client base. You will play a critical role in our future growth, empowering individuals to make the most of their money and revolutionising what it feels like to receive financial advice.
What you’ll be doing:
- Creating new business opportunities leveraging our embedded lead generation channels to build your own book of new clients.
- Providing holistic financial advice with a financial planning led approach, understanding clients unique financial needs and helping them to chart the course to live the lives they dream of.
- Focussing on delivering an exceptional client service to build multi-generational relationships with both mass affluent and high-net worth clients.
Responsibilities
- Huge mass affluent/UHNW client base, with a client based to be handed to the advisor, via company lead and referral schemes in place that currently have over a 50% conversion rate. With no real need for independent business development. Expectation is to provide around 20 high-calibre and trusted leads per month.
- The client portfolio has huge opportunity to develop revenue streams for clients and the business in a fully digitised, yet simple and clear manner
- This is a collaborative team with an opportunity to develop your skills, experience and earning potential with fantastic growth opportunities up within the business
Qualifications
- Working toward Chartered via CII
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