Wealth Planner

ZipRecruiter; Bristol; On-site; GBP 30,000 - 70,000; Full time

Job summary

A leading company in financial services is looking for Wealth Planners to leverage qualified leads from solicitor connections. Positions are available for both seasoned professionals with over 5 years of experience, or junior planners with roughly 2 years. The roles come with substantial support including paraplanning and administrative assistance, promising a rewarding career in wealth management.

Qualifications

• Experienced Wealth Planner with 5 years+ experience.
• Junior Wealth Planner with about 2 years’ experience.
• Must have CAS certification.

Responsibilities

• Receive 10 pre-qualified leads a week for potential clients.
• Conduct presentations and face-to-face or video meetings.
• Work with paraplanning and admin support.

Skills

Presentation Skills

Client Engagement

Lead Generation

Education

Certified Financial Planner (CFP)

CAS Certification

Job description

Job Description

Are you looking for qualified leads? Our Client works with Solicitor Connections and produces leads for Planners

Wealth Planners will get paraplanning and admin support and they will get more leads than they know what do with, these are coming from the solicitor practises who are working with wills predominantly.

• All the leads and meetings are pre-qualified for Planner
• The Wealth Planners do presentations and then some face-to-face meetings, but a lot of it will be done on video
• The Wealth Planners get 10 leads a week which are being pre-qualified
• Conversion rate on these is 3 out of 10 - but this could be higher
• Paraplanning and admin is done for the Wealth Planners

Wealth Planner Employed Package

• Experienced Wealth Planner with 5 years+ experience basic of £60-70,000 + bonus and should have CAS.
• Junior Wealth Planner with about 2 years’ experience basic of £30-40,000+ bonus
• There is no validation
• The bonus earnings are based on what is banked

We have vacancies attached to Solicitor Offices in: Manchester, Birmingham, Oxford, Bristol, Cardiff, Brighton and Derby