Financial Planner - clients to inherit / 30 bonus on all new business

ZipRecruiter; Beverley; On-site; GBP 60,000 - 75,000; Full time

Job summary

A financial planning firm in Beverley is seeking a Financial Adviser to manage an existing client base while developing new business. With a collaborative work environment and the opportunity to earn generous bonuses, this role offers a competitive salary and several benefits. The ideal candidate will hold a Level 4 qualification and possess experience in client management and business development.

Benefits

25 days annual leave

A day off for your birthday

Contributory pension scheme

Private healthcare

Life assurance

Health insurance

Qualifications

• At least 3 years of experience in financial advising.
• Ability to manage a sizeable client portfolio.
• Experience in developing new business.

Responsibilities

• Inherit and service an existing client bank of approximately 100 clients.
• Develop new business opportunities through existing clients and referrals.
• Work with paraplanners and administrators to focus on client needs.

Skills

Client management

Business development

Energy and determination

Education

Level 4 adviser qualification

CAS certification

Job description

Job Description

Balance. All people want is a balance between the work they put in and the rewards they get out.

At many firms, this balance isn't achieved. You may not get the clients or support you need, and unrealistic expectations can be placed on you. Often, the rewards are weighted towards the company. Not here.

At this financial planning firm, they've got the balance right. You'll inherit a client base with enough ongoing fees to cover your validation, and you'll earn a bonus (at 30%) on all new business you generate.

Your existing client bank (approximately 100 clients) will require servicing, which takes time away from developing new business. However, this existing bank offers opportunities for new business, both directly and through referrals. Since you'll be inheriting clients from a retiring planner, you'll have plenty of opportunities to expand your work with your current clients.

The firm also offers different services so clients with less complex needs can be managed by other advisers. This allows you to focus on clients with ongoing needs. As you grow your book, you'll earn a bonus (15%) on increasing ongoing fees, rewarding both immediate new business and long-term client retention.

In addition to the generous bonuses, you'll receive a competitive starting salary (£60,000 - £75,000 depending on experience).

Benefits include:

• 25 days annual leave
• A day off for your birthday
• Contributory pension scheme
• Private healthcare
• Life assurance
• Health insurance

You will have support from paraplanners and administrators in your local office, allowing you to spend more time with clients and less on paperwork.

What you'll need:

• Level 4 adviser qualification
• At least 3 years of experience
• CAS certification
• Energy, determination, and ability to manage a sizeable client portfolio and develop new business

Clients are located in East Riding, and your local office is in the area. You should reside nearby.

Looking for balance and a company that treats you fairly? Click apply to learn more. If you don't have a CV, send your contact details, and we can follow up later. Everyone will receive a response.