Job Details
Financial Planner
Sector:Financial Services
Region : Greater London
Location: Cannon Street
Salary: Up to £70k basic plus £60k Bonus paid quarterly
Job Ref.: CL0504TCD
Job Information
Our client is a successful firm of Wealth Managers and Financial Advisors with offices in the City and the South Coast, West Sussex.They require a Financial Planner
• To become a Senior Financial Planner and a leading figure in the fairly recently formed wealth division of a young, but well respected insurance brokers
The firm has large growth plans for the wealth division and is looking to recruit around 10 advisers over the next 12-18 months
The goal for the firm as a whole is to become a recognised financial planning brand within its target markets
• The successful candidate will provide holistic financial advice but with a focus on retirement planning and inheritance tax advice
They would need to be very familiar with pension transfer work, including DB transfers, and drawdown
Current advisers are completing 6-10 DB transfers per month so G60 or AF3 is essential
• Our client would except the successful candidate to be dealing with clients with average investible assets of £350,000+
• There is an opportunity to become part of the firm’s investment committee
• All leads will be provided by the company (who are very good online) with the goal being to generate new clients and AUM
• The role is based in their Cannon Street office
• Basic salary of £50,000 to £70,000, depending on experience, plus a generous and unambiguous quarterly bonus scheme