Financial Planner

Premier Jobs UK; Sherbourne; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A national IFA firm is seeking a Financial Planner in West Midlands/Worcester. This role offers a starting salary of £50,000 with an OTE of approximately £70,000. Ideal for those at the start of their Financial Planning career, you will have the opportunity to grow a client bank with full support from a back-office team and innovative tools. A client-centric approach and dedication to service excellence are essential for success.

Benefits

Generous bonus scheme

Additional annual incentive

Company benefits

Qualifications

• 1+ years' experience as a Financial Advisor, ideally with CAS status.
• Familiarity with identifying IHT liabilities and strategies to mitigate them.
• Dedication to meeting clients' financial objectives and tax strategies.

Responsibilities

• Provide fully independent financial planning advice.
• Conduct in-depth reviews to understand client's financial goals.
• Grow the client bank organically through referrals and holistic advice.

Skills

Client centric approach

Excellent interpersonal skills

Good IT skills

Comfortable growing a client bank

Education

Full Level 4 Diploma in financial planning or equivalent

Tools

Cash flow modelling

Job description

Overview

Our client is seeking a Financial Planner in the West Midlands/Worcester area to join their team and benefit from a highly competitive salary and their generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmark. You will be supplied with an existing client bank to takeover and grow, with a full suite of back-office support team of Paraplanners and Administrators plus state-of-the-art AI processes to enable you to concentrate on client facing factfinding and recommendation meetings. You will also be providing fully independent financial planning advice offering cashflow modelling.

They are seeking a client focused Financial Planner who can be at the early stages of their Adviser career who enjoys building strong relationships and provide excellent service to their clients. You should be hungry to grow this client bank organically through referrals and full holistic advice. As further acquisitions come on board you are likely to have additional higher value clients added to your portfolio.

Successful Financial Planners in their team obtain growth through their high level of financial planning service and exceptional client relationships.

You should focus on conducting in-depth reviews to understand your client's current and future financial goals and objectives, and with the support of their back-office team and AI generated reports formulate appropriate financial strategies. You will be advising on clients' pensions, savings, investments and other financial needs.

This role is ideal for someone who is at the beginning of their Financial Planning journey. Our client will look to develop your skills and knowledge in order to enable you to grow your client bank and income. Your salary will grow each year linked to your recurring income.

Financial Planner Requirements

• You must hold full Level 4 Diploma in financial planning or equivalent
• You should have 1+ years' experience as a Financial Advisor (ideally with CAS status)
• You be comfortable growing a client bank through referrals
• You should be familiar and use cash flow modelling also helps identify potential IHT liabilities and strategies to mitigate them efficiently
• You should have a client centric approach and have dedication to doing the right thing for clients meeting their financial objectives, and tax strategies
• You should have excellent interpersonal skills, approachability, professionalism and good IT skills

Financial Planner Benefits

• Starting salary of £50,000
• OTE of c.£70,000 during first year with opportunity to grow substantially in future years
• Generous bonus scheme to reward any new business written paid monthly
• Additional annual incentive available
• Hybrid working
• Plus company benefits

Company

This national IFA firm with over £5bn of AuM are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members.

Locations

West Midlands / Worcester

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