Financial Planner
other jobs Financial Divisions
Added before 8 Days
- England,East of England,Hertfordshire
- Full Time, Permanent
- £60,000 - £100,000 per annum
Job Description:
*Financial Adviser Vacancy
*FULLY REMOTE ROLE
*Clients in Buckinghamshire, Bedfordshire & Hertfordshire
*Manage £30m AUM book of clients - 100 clients
*£60k - £70k basic salary plus guaranteed bonus £10k for servicing clients
*10% bonuses on all fees you generate (initial and ongoing) - NO VALIDATION
*Realistic earnings of £90k - £100k in year 1
My client are an established Chartered IFA who are seeking to recruit an employed adviser on a fully remote basis, but you will be expected to meet clients who are spread across Buckinghamshire, Bedfordshire & Hertfordshire. You will be given a client bank of 100 retirees and families who need servicing on their pensions, investments, retirement planning, IHT and estate planning needs.
Full admin and paraplanning will be provided from a pooled team and you will be tasked to focus on looking after the clients and generate new business opportunities from the existing client bank. An average client has £750k of invested assets, a few with significantly more. Although this is a fully remote role, you will need to be resident across Bucks, Bedfordshire or Herts as some clients will wish to meet face to face.
Would this be of interest at all? get in touch with Peter at Financial Divisions.
*FULLY REMOTE ROLE
*Clients in Buckinghamshire, Bedfordshire & Hertfordshire
*Manage £30m AUM book of clients - 100 clients
*£60k - £70k basic salary plus guaranteed bonus £10k for servicing clients
*10% bonuses on all fees you generate (initial and ongoing) - NO VALIDATION
*Realistic earnings of £90k - £100k in year 1
My client are an established Chartered IFA who are seeking to recruit an employed adviser on a fully remote basis, but you will be expected to meet clients who are spread across Buckinghamshire, Bedfordshire & Hertfordshire. You will be given a client bank of 100 retirees and families who need servicing on their pensions, investments, retirement planning, IHT and estate planning needs.
Full admin and paraplanning will be provided from a pooled team and you will be tasked to focus on looking after the clients and generate new business opportunities from the existing client bank. An average client has £750k of invested assets, a few with significantly more. Although this is a fully remote role, you will need to be resident across Bucks, Bedfordshire or Herts as some clients will wish to meet face to face.
Would this be of interest at all? get in touch with Peter at Financial Divisions.
Job number 3487839
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Company Details:
Financial Divisions
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