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