Wealth Planner

Posted 21 January by MB Fitzgerald
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A fast growing, national financial advisory practice who are currently in the market for experienced, dynamic Financial Planners. My client manages £3.3bn of client funds with further acquisitions in the pipeline.

Their first requirements are due to one of their Senior Planners retiring; this individual currently manages a book which produces annual fees in excess of £300k. My client are looking to split this book in two so there will be two books of 50-60 clients with average investable assets ranging from £500k-£1M.

The primary focus will be to maintain a high level of service to these long standing clients, but they are also looking for an individual who is confident an capable in further develop and building these books……….some leads can be provided but they need dynamic and entrepreneurial individuals to help drive and develop new business. The book is based mainly out of South West London with the advance of video calling, candidate from outside this area will also be considered.

Salary range for this role would be in the region of 60-70k (flexible) plus benefits, you would also receive a 40% bonus on any new business written, some bonus would also be paid on existing trail.

This would be a home based role with full paraplanner and sales support provided; you would also have access to my clients London City offices. Chartered individuals are preferred but not essential - first class opportunity with excellent earning potential for motivated Financial Planners.

Reference: 41438396

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