Senior Financial Consultant

4 weeks ago


StokeonTrent, Stoke-on-Trent, United Kingdom Everpool Recruitment Full time

Financial Planner Opportunity

CV Library is working with a successful and growing business in the Midlands, who are looking for an experienced Financial Planner to join their team on a remote basis. As a CII Chartered Firm, they have been helping clients meet their life goals since 2001 and currently have just under £700m of assets under management.

You will receive full admin and paraplanning support and will pick up existing long-standing relationships from experienced Planners, as well as building up new client relationships.

This is a long-term role in a great company to work for, offering a competitive salary and bonus scheme, as well as a range of benefits including private medical scheme and fully matched pension.

Key Benefits:

  • Basic Salary up to £85,000
  • OTE in excess of £100,000 - Competitive Financial Planner Bonus scheme with uncapped earnings potential.
  • 28 days holiday plus Bank Holidays
  • Private Medical Scheme
  • Fully matched pension of 5%
  • Death in Service (4 times basic salary)
  • Paraplanning and Administration support

Requirements:

  • A minimum of five years' experience advising high net worth clients.
  • A proven record of success as a tied, restricted, or independent financial planner.


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