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Senior Financial Planner Position in Lancashire

2 months ago


Lancashire, United Kingdom Acquiring & Retiring Ltd ta IFA Recruiters Full time

We're seeking a highly skilled and experienced Financial Planner to join our team at Acquiring & Retiring Ltd t/a IFA Recruiters. As a Financial Planner, you will be responsible for managing a portfolio of clients with significant assets, providing expert financial advice and guidance to help them achieve their financial goals.

Key Responsibilities:

  • Manage a portfolio of clients with £50m in Funds Under Management
  • Provide expert financial advice and guidance to clients
  • Develop and implement financial plans to help clients achieve their goals
  • Work closely with a team of Administrators and Paraplanners to ensure seamless client service
  • Meet with clients to discuss their financial needs and provide tailored advice

What We Offer:

  • A competitive salary of £55,000 - £65,000 per annum
  • A 33% bonus on any new business or recurring income you bring in
  • The opportunity to work with a team of experienced professionals in the financial services industry
  • A flexible working arrangement, with only 2-3 days in the office per week

About Us:

Acquiring & Retiring Ltd t/a IFA Recruiters is a leading recruitment agency specializing in the financial services industry. We pride ourselves on providing exceptional service to our clients and candidates, and we're committed to helping our Financial Planners succeed in their careers.