Financial Planner

Job Type	Permanent Full Time
Location	City Of London
Area	Central London, EnglandCentral LondonEnglandCity Of London
Sector	Financial Services - Financial Planner
Salary	£70000 - £100000 per annum
Start Date	ASAP
Advertiser	remoteapi
Job Ref	V-35270-2
Job Views	14

Description

Financial Planner £70,000-100,000, plus benefits and bonus

We are currently working with a fantastic new age, ultra-modern Financial Planning firm with a heavy focus on using technology to improve the quality of service that they provide to their clients, coupling that with a fantastic business culture that allows people to use their entrepreneurial side to constantly improve the business, and once again, the service that they are providing for clients. It really is a unique proposition and gives you the chance to be part of something different!

They have a highly attractive and rare opportunity to bring in a Financial Planner for someone more established within the industry to join as a Partner of the business with roughly 4-6 years of advising experience. Taking full advantage of this firm's high lead conversion rate coupled with a unique offering towards client service, you will be expected to grow a client book (not expected to bring any) and in turn reap the benefits from a financial and cultural standpoint.

All of the clients are provided, with huge scope to enhance revenue immediately!

Responsibilities

Huge mass affluent/UHNW client base, with a client based to be handed to the advisor, via company lead and referral schemes in place that currently have over a 50% conversion rate. With no real need for independent business development. Expectation is to provide around 20 high-calibre and trusted leads per month.
The client portfolio has huge opportunity to develop revenue streams for clients and the business in a fully digitised, yet simple and clear manner
This is a collaborative team with an opportunity to develop your skills, experience and earning potential with fantastic growth opportunities up within the business

Qualifications

Chartered via CII

Apply

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