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Financial Planner- Equity option
2 months ago
The Liverpool office of a leading national Financial Planning practice are looking for Financial Planners across the North West to join their team. Working on clients in the £500k plus space, they are able to reward successful business originators with leading salary, bonus, client buy out and potential equity. Earnings will be comfortably above £100k, moving towards £250k plus with total pay outs. All paraplanning and administrative support will be provided.
The company
The Liverpool office of a national Financial Planning firm.
The Role
Origination and management of a private client portfolio
Working with partners in the professional practice to identify additional opportunities.
Identifying other needs for clients, as well as corporate and employee benefits needs for other teams.
Maintaining up to date and compliant client files in conjunction with the technical team.
Keeping up to date CPD
Actively seeking out new client opportunities as required
The candidate
Diploma Level 4 as a minimum, ideally working towards Chartered
Ability to manage and maximise portfolios, in line with TCF and FCA requirements
Knowledge of general planning and also ideally VCT, EIS and IHT matter.
Package
Six figure earnings, moving to significant levels with pay outs
Next steps
Apply with a CV to below email for confidential discussion and review of opportunity and process
