Financial Planner

2 weeks ago

Manchester, United Kingdom MB Fitzgerald Full time

**Financial Planner - Client book and new Leads provided - Employed role, basic salary to £35K - Year 1 Expected Earnings £50K - Manchester (home based)**

Our client are a growing firm of Financial Planners with Advisors right across the UK. They provide whole of market financial advice to clients in the areas of retirement planning, investments, protection, Tax planning, Mortgages and Protection, with solutions tailored to the client and their personal requirements.

The company have around 25-30 staff and are a fast growing firm of Advisors. They are currently looking for motivated individuals who can become part of their journey.

The role:

- Their current requirement is for a Financial Planner to take over and develop a client book from a retiring financial planner who will be gradually stepping away from their role over the coming years.
- You will initially inherit around 50% of the client book (£10M AUM) which will allow the current Advisor to reduce their workload.
- You will be passed the other 50% of the client book over the next couple of years as the Advisor winds down.
- You will also be passed regular, pre-qualified leads from the company, with 2-3 client appointments per week. This will allow you to grow your client base, focusing on quality of the meetings and advice rather than worrying about networking and business development.
- All clients will be pre-qualified prior to the meeting by the company and you will be provided with a mini-fact-find meaning that conversion rates are very high compared to average
- Advisors also receive full support in terms of Paraplanning, Admin, Compliance.

**Requirements**:

- You will have previous client facing experience, ideally providing Financial Advice to private clients in all areas including Pensions and Investments
- This is the ideal role for an Advisor who wants to focus on quality client meetings, building their own client base and increasing their earnings potential.

On Offer:

- Employed contract with a new starter on around 30-35K plus Pension, DIS, Mileage allowance
- They pay a monthly Bonus - Bonus is worked out on 3X Salary (Trail & New Business figures are included) - 30% Bonus thereafter
- They are full flexible with hours and this is a 100% working from home position

Expected earnings within the company:

- Senior Advisors are earning over £150K per year
- Average advisors who have been there 4+ years £80-90K
- Year 1 - expected £45 to £50K as much of your target will be hit by retaining existing clients

  • Financial Planner

    6 days ago

    Manchester, United Kingdom The Oakfield Group Full time

    **Job Title: Financial Planner** **Location**: Manchester My clientis a small but perfectly formed financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, they provide comprehensive financial planning and investment management...

  • Financial Planner

    5 days ago

    Manchester, United Kingdom Regional Recruitment Services Full time

    Job Title: Financial Planner All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description. Location: Fully Remote (office available if required) Hours of Work: 09:00 – 17:00 approx. Type: Permanent, self-employed Start Date: Immediately (flexible for notice periods) We are hiring...

  • Financial Service Planner

    Found in: Jooble UK C2 - 5 days ago

    Manchester, United Kingdom Regional Recruitment Services Full time

    Job Title: Financial Planner All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description. Location: Fully Remote (office available if required) Hours of Work: 09:00 – 17:00 approx. Type: Permanent, self-employed Start Date: Immediately (flexible for notice periods) We are...

  • Financial Service Planner

    5 days ago

    Manchester, United Kingdom Regional Recruitment Services Full time

    Job Title: Financial Planner All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description. Location: Fully Remote (office available if required) Hours of Work: 09:00 – 17:00 approx. Type: Permanent, self-employed Start Date: Immediately (flexible for notice periods) We are...

  • Financial Advisor

    Found in: beBee jobs GB - 2 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youIs this the next step in your career Find out if you are the right candidate by reading through the complete overview below.This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent...

  • Financial Planner

    2 days ago

    Manchester, United Kingdom Irwin Mitchell Full time

    TWP is a Financial Planning company based in Alderley Edge, Cheshire, which has recently been acquired by IM Asset Management (IMAM). They provide a wide range of financial services and financial planning to both private and corporate clients. IM Asset Management Limited part of the Irwin Mitchell Group (a leading UK law firm), delivering services to clients...

  • Financial Advisor

    Found in: Talent UK 2A C2 - 2 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    Found in: Appcast UK C2 - 2 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    Found in: Appcast UK C C2 - 2 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    Found in: Whatjobs ES C2 - 1 week ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice ** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    Found in: Jooble UK C2 - 3 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Senior Financial Planner

    4 days ago

    Manchester, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title: Financial Planner** **Salary: £50,000 - £80,000 + Bonus + Benefits** **Location: Manchester** A well-respected Independent Wealth Management firm with a fantastic reputation in the market are looking for an experienced Financial Planner to come and join their growing team. This firm provides advice across Pensions, Investments, IHT and...

  • Chartered Financial Planner

    3 weeks ago

    Manchester, United Kingdom Artemis Recruitment Consultants Ltd Full time

    This website uses cookies to ensure you get the best experience on our website. Learn more Got it! , , Chartered Financial Planner - Manchester - Artemis Recruitment Consultants Financial Services Manchester 23/06/2023 Type of Position: Chartered Financial Planner - Manchester Pay: £50k - £70k Chartered Financial Planner - Manchester Our...

  • Financial Service Planner

    2 days ago

    Manchester, United Kingdom IDEX Consulting Full time

    My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients. To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimize...

  • Financial Service Planner

    2 weeks ago

    Manchester, United Kingdom IDEX Consulting Full time

    My client is in the heart of Knutsford city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients. To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimize...

  • Financial Planner

    3 weeks ago

    Manchester, United Kingdom Artemis Recruitment Consultants Ltd Full time

    This website uses cookies to ensure you get the best experience on our website. Learn more Got it! , , Financial Planner (Chartered or working towards) - Manchester - Artemis Recruitment Consultants Financial Services Manchester 23/06/2023 Type of Position: Financial Planner (Chartered or working towards) - Manchester Pay: £50k - £70k ...

  • Spinningfields Financial Planner

    5 days ago

    Manchester, United Kingdom KBA FS Ltd Full time

    **Financial Planner or Chartered Financial Planner required to join a growing team with a brand new Spinningfields office.** Minimum basic salary £45,000. Bonus of 25% of NBI income. End of year bonus includes credit for new recurring income generated in the year as well as new business. On target earnings in excess of £63,000 (based on a £45,000...

  • Financial Adviser

    2 weeks ago

    Manchester, United Kingdom Heat Recruitment Full time

    The opportunity for an experienced Financial Planner to join a growing financial planning practice in Greater Manchester. **What's on offer?** - Basic salary range £45k - £60k - Additional adviser bonus scheme - 25 days holiday + 8 days bank holiday - 5% company pension contribution - Flexible medical package This exciting role will see a financial...

  • Financial Advisor

    4 days ago

    Manchester, United Kingdom Gcbrecruitment Full time

    Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK. Our clients are fully independent and offer whole of market advice in a variety of services including Wealth, Mortgages, Commercial Finance, Employee Benefits and Protection. Home-based position with the option...