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Financial Planner

2 months ago

Barnstaple, Devon, United Kingdom Heat Recruitment Full time

{"h1": "Employed Financial Planner Opportunity", "p": "Are you a skilled Financial Adviser looking for a new challenge? We have an exciting opportunity for a Financial Planner to join our client's team in the South-west of England.

As a Financial Planner, you will have the chance to inherit a book of business and develop your own clients through referrals and new business. You will work remotely, with face-to-face and telephone/video-based meetings, and have access to paraplanning and admin support.

Our client offers a competitive package, including a basic salary of \u00a350,065K, OTE of \u00a3100K+, 28 days holiday + bank holidays, and income protection, death in service, and medical benefits.

To be successful in this role, you will need to have current experience working as a Financial Adviser, Whole of Market experience, Diploma Qualified & CAS status, and a driving licence & vehicle.

If you are a motivated and experienced Financial Adviser looking for a new opportunity, please get in touch to learn more about this exciting role.", "ul": [{"li": "Inherit a book of business"}, {"li": "Remote working"}, {"li": "Face-to-face and telephone/video-based meetings"}, {"li": "Paraplanning and admin support"}, {"li": "Liaise with introducers and develop relationships"}, {"li": "Identify new clients and develop the book"}], "h2": "Financial Adviser Package", "ul2": [{"li": "\u00a350,065K basic salary"}, {"li": "OTE of \u00a3100K+"}, {"li": "28 days holiday + bank holidays"}, {"li": "Income Protection, Death in Service and medical benefits"}, {"li": "Pension 5%"}], "h3": "Requirements", "ul3": [{"li": "Current experience working as a Financial Adviser"}, {"li": "Whole of Market experience"}, {"li": "Diploma Qualified & CAS status"}, {"li": "Driving Licence & Vehicle"}]}