Financial Planner: Inherit £300k Fees + 30% Bonus

Exchange Street Claims ltd; Hessle; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial planning firm in Hessle is seeking an experienced Level 4 adviser to manage a substantial client portfolio and develop new business. The role offers a competitive salary between £60,000 and £80,000, with bonuses up to 30% on new business. Enjoy 25 days of annual leave, private healthcare, and a supportive team. Ideal candidates will have 3+ years of experience and ambition to achieve Chartered status.

Benefits

25 days annual leave

A day off for your birthday

Contributory pension scheme

Private Healthcare

Life assurance

Health insurance

Qualifications

• 3+ years of experience in financial planning.
• Desire to achieve Chartered status.
• Ability to manage a sizable client portfolio.

Responsibilities

• Serve existing clients and develop new business.
• Provide financial advice and manage ongoing fees.
• Collaborate with paraplanners and administrators.

Skills

Client management

New business development

Energy and determination

Education

Level 4 adviser qualification

Job description

A financial planning firm in Hessle is seeking an experienced Level 4 adviser to manage a substantial client portfolio and develop new business. The role offers a competitive salary between £60,000 and £80,000, with bonuses up to 30% on new business. Enjoy 25 days of annual leave, private healthcare, and a supportive team. Ideal candidates will have 3+ years of experience and ambition to achieve Chartered status.