Estate Planner

7 days ago


Holmes Chapel, United Kingdom Exchange Street Financial Services Full time

**Why do people leave jobs? There are a lot of reasons, but the main ones come up time and time again.**

"I don't get enough leads. And when I do they're not great".

"I like my company. I like my job. But I'm ambitious and I don't see any opportunities for me here."

"They don't trust me. There's no flexibility".

**At this firm you won't have an issue with leads.** They are one of the few IFA firms to have a specialist estate planning team. And you'll not only get leads from the advisers. You'll be part of a wider group of companies which will resultin leads from them too.

**At this firm you'll have their trust.** You'll be working from home as well as out of their offices. But you’ll mostly be seeing clients at their homes in Manchester and Cheshire.

**And at this firm you'll have opportunities.** You'll be joining a business that is acquisitive and will be growing and growing in the future.

You'll need to be competent within the sector as you'll be selling/writing wills and estate planning solutions. You'll be brilliant at explaining difficult concepts in a simple way. And in an ideal world you will hold the estate planning qualification.

**This is a salaried role (£27,000 going to £30,000 after probation) with a firm that wants to incentivise people with extra bonus.**
**It's also not a business where your status will remain the same forever. If you have designs on being a financial planner then this will provide a great pathway for that.**

This is a company we know well. Get in touch and we will discuss you and this opening in more detail.