As a niche market player our client is a high performing company with unrivalled financial strength and a long and distinguished history, their specialist products give discerning clients outstanding choice and value. They have achieved wide-ranging recognition for their sales performance, being awarded life in insurer of the year on numerous occasions.
You will be allocated a professional client base which will allow you to develop and grow your sector. Paraplanning and PA support also provided coupled with marketing support.
They're able to offer a competitive benefits package along with the opportunity for professional development. You’ll be advising clients on protection, savings/investments and retirement planning. The role is home based but fully employed, the role is full time with some flexibility over working hours.
Candidates must be QCF level 4 (financial planning) qualified as a minimum and have current or recent experience of advising on investments and/or pensions as well as protection. In addition, a successful track record in exceeding targets or expectations is also required.
Excellent Salary plus bonus, car or car allowance. Bonus is paid quarterly with a substantial annual on target bonus on top of basic and an opportunity to earn 6 figures. Higher salaries are available once established.
The client base is spread between Bradford and Huddersfield so regular travel within this region will be required. Mileage allowance is paid from your home address.
- Financial Planning