Experienced Financial Planner Wanted
7 days ago
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 developing strategies to grow their wealth.
Key Responsibilities:
- Manage a portfolio of clients with assets exceeding £50m in Funds Under Management
- Provide expert financial advice and guidance to clients to help them achieve their financial goals
- Develop and implement strategies to grow clients' wealth and assets
- Work closely with a team of Administrators and Paraplanners to ensure seamless client service
- Meet or exceed targets for new business and recurring income
What We Offer:
- A competitive salary between £55,000 - £65,000
- A 33% bonus on new business and recurring income
- A flexible working arrangement, with only 2-3 days in the office per week
- A supportive team environment with opportunities for growth and development
Requirements:
- Proven experience as a Financial Planner, with a strong track record of success
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Strong analytical and problem-solving skills
What to Expect:
- A challenging and rewarding role with opportunities for growth and development
- A supportive team environment with a focus on client satisfaction
- A competitive salary and bonus structure
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Lancashire, United Kingdom Acquiring & Retiring Ltd ta IFA Recruiters Full timeWe'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...
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