Financial Planner Partner
3 weeks ago
We are seeking an experienced Financial Planner to join Jenson Fisher Consulting Ltd as a Partner. This is a fantastic opportunity for someone with 4-6 years of experience to grow a client book and reap the benefits from a financial and cultural standpoint.
">About the RoleAs a Financial Planner Partner, you will be expected to grow a client base using the firm's high lead conversion rate and unique offering towards client service. You will work with a huge mass affluent/UHNW client base, with a client portfolio that has huge opportunities to develop revenue streams for clients and the business in a fully digitised, yet simple and clear manner.
The ideal candidate will have Chartered status via the CII and a proven track record of success in financial planning.
This is a collaborative team environment with opportunities for professional development and growth within the business.
Key Responsibilities- Huge mass affluent/UHNW client base, with a client portfolio that has huge opportunities to develop revenue streams for clients and the business
- Grow a client book using the firm's high lead conversion rate and unique offering towards client service
- Work collaboratively with the team to develop skills, experience and earning potential
- Potential for significant earnings based on performance
- Opportunities for professional development and growth within the business
- Chartered status via the CII
- 4-6 years of experience in financial planning
£80,000 - £100,000 plus benefits and bonus (and equity potential)
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