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Job Details

Employed Financial Advisor
Sector
: Financial Services
Region
: North East England
Location
: Hull
Salary
: £24,000 basic Plus bonus £50K + and clients given
Job Ref.
: CL3008HULAD

Job Information

Our client is a successful firm of Wealth Managers and Financial Advisors with Offices in Hull

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 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

All leads and Clients will be provided by the company with the goal being to generate new clients and AUM The role is based in Hull office as are the clients so it is essential the Advisor is local Basic salary of 24,000 to OTE 50,000 upwards First year, plus a generous and unambiguous bonus scheme when 10,000 Target is reached plus petrol