Financial Planner

1 month ago


Northampton Northamptonshire, United Kingdom Heat Recruitment Ltd Full time

A highly-reputable wealth management practice are seeking a Chartered Financial Planner to join the team and take over a small client bank. Provide comprehensive financial planning advice to clients, both existing and new.
* Manage and nurture relationships within the client bank offered, ensuring their financial objectives are met.
* Ensure that clients receive top-tier financial planning services.
Chartered Financial Planner certification through CII, with a deep commitment to upholding the highest industry standards.
* Proven experience in providing financial planning and advisory services.
* A proactive approach to building and managing client relationships.
Compensation:
The compensation package for this role is dependent on your experience and qualifications:
* Car Allowance: £5,000
* Bonus: 25% of Net Business (NB) generated above £50,000, reviewed and amended annually.
There is no work-from-home policy, as the Wealth Managers are actively leading their pods, have supervisory and management responsibilities, and need to be in the office when not meeting with clients. The office environment is conducive to collaboration and maintaining high professional standards.
If you are a dedicated and Chartered Financial Planner with a commitment to excellence, we encourage you to apply for this exciting opportunity.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW



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