Financial Planner

ZipRecruiter; Bridgwater; Remote; GBP 48,000 - 90,000; Full time

Job summary

An established industry player is seeking a Home Based Employed Financial Planner to join their expanding team. This role offers a lucrative salary range along with a comprehensive package including car allowance, pension, and quarterly bonuses. As a Financial Planner, you will have the opportunity to work with high-net-worth clients, backed by a strong support system including client provision, research, and paraplanning. With a focus on professional growth and success, this is a fantastic opportunity for driven individuals looking to elevate their careers in financial planning.

Benefits

Car Allowance

Pension Scheme

Laptop

Smartphone

Full Home Office Set-up

25 Days Holiday

Qualifications

• Proven track record of success in financial advisory roles.
• Commitment to previous employers and client satisfaction.

Responsibilities

• Provide tailored holistic financial advice to high-net-worth clients.
• Support clients with a full suite of financial planning services.

Skills

Financial Planning

Client Management

Wealth Management

Mortgage Advisory

Education

Diploma in Financial Planning

Tools

Paraplanning Support

Research Tools

Job description

Job Description

Home Based Employed Financial Planner - Clients Provided, client recruiting now! Our most popular role!

£48,000 - £90,000 Basic + Car allowance + pension + Quarterly bonuses

Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth.

We are interested in hearing from top performing qualified Financial Planner, Financial Advisors/IFA’s/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place.

The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, laptop, smart phone, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more.

To apply for the Financial Planner role, you must have:

- the legal right to work in the UK

- a demonstrable proven track record of consistent success within your current role

- full Diploma in financial planning

- Evidence of commitment to previous employers

Please send your CV in confidence quoting Ref: 867543