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Field Based Financial Planner - Servicing Existing Clients

Posted 10 January by Exchange Street Financial Services Ended

Our client, a highly regarded wealth management firm with a presence across the UK and an outstanding reputation for their discretionary portfolio management proposition, is currently looking to recruit an experienced Financial Planner to work with and develop a client base of approximately 200 individuals in the Yorkshire area.

Clients are generally high value and approaching retirement with typical investment sizes between £150,000 and £250,000, although a number of cases are much higher. In addition to servicing existing clients, consultants are also expected to possess a commercial focus and identify new business when opportunities arise. The support on offer is first class, with a dedicated technical support function including diploma qualified paraplanners in place at the regional office.

Successful applicants will have a good understanding of investment management, tax mitigation (e.g. IHT planning, trust work etc) pensions and protection planning along with a demonstrable track record of performance against target. In addition, current FCA authorisation for regulated financial planning is essential alongside a Level 4 qualification and Statement of Professional Standing.

The role offers an attractive salary up to £60,000 plus a company car and excellent benefits. There is also and a generous bonus available with advisers targeted on both client retention and new business. Earnings at the firm average in excess of £75,000 with top preforming consultants earning well over £100,000. This is a superb opportunity with an ambitious national firm who have made large acquisitions in recent years.

For further information regarding this exciting vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor at Exchange Street or apply here.

Required skills

  • Financial Planning
  • Financial Services
  • IFA
  • Financial Adviser
  • Investements

Reference: 33466988

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