Financial Planner

Financial Planning Today; Colchester; Hybrid; GBP 48,000 - 80,000; Full time

Benefits offered by this job

Home office setup

Pension scheme

25 days holiday

Job summary

Financial Planning Today in the United Kingdom is seeking a skilled Financial Planner to manage client relationships with full paraplanning support and a lucrative package. The role offers a basic salary up to £80k plus bonuses and benefits.

You will work with provided clients, enjoy a well-structured support framework, and benefit from a full home office setup, pension, and generous holiday. No business development or client acquisition is required.

Qualifications

• Demonstrable proven track record of consistent success in your current role.
• Full Diploma in financial planning is required.
• Evidence of commitment to previous employers.
• Legal right to work in the UK is required.

Responsibilities

• Grow your business with the full support of clients provided, including process and systems in place.
• Leverage paraplanning support to service clients efficiently.

Skills

Financial planning

Client relationship management

Education

Diploma in financial planning

Job description

Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients

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 employees of FTSE 100 & 250 companies and other well know institutions. 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 who are looking to progress their careers and deal with qualified 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, 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