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Beverley
Financial planner
Financial Planner - clients to inherit / 30 bonus on all new business

Financial Planner - clients to inherit / 30 bonus on all new business

Exchange Street Claims & Financial Services

Posted 7 hours ago, valid for 19 days

Beverley, East Riding of Yorkshire HU17 9UQ

Full Time

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Sonic Summary

This financial planning firm offers a balanced work environment where rewards align with effort, providing a competitive salary of £60,000 - £75,000 based on experience.
Candidates must be a level 4 adviser with at least 3 years of experience and possess the ability to manage a sizeable client portfolio while developing new business.
The role includes a generous bonus structure, with 30% on new business and 15% for growing ongoing fees, alongside a client bank of approximately 100.
Additional benefits include 25 days of annual leave, a day off for your birthday, a contributory pension scheme, private healthcare, life assurance, and health insurance.
Support from paraplanners and administrators ensures that advisers can focus on client interactions rather than paperwork.

Balance. All people want is a balance between the work they put in and the rewards they get out.At a lot of firms it doesn't work like that. You don't get the clients or the support you need. You have unrealistic expectations placed on you. You work hard but the rewards are weighted towards the company.Not here.At this financial planning firm they've got the balance right. And that's because you'll inherit enough ongoing fees to cover your validation. So you'll earn bonus (at 30%) on all new business that you do.True your client bank (c100) will need servicing which eats into the time you get for developing new business. But that existing client bank provides opportunity for new business, directly and through referrals. And given you're inheriting clients from a retiring planner you'll have plenty of opportunity to do more with the clients you have.And they get the balance right here too. There's different services available so clients with less complex needs can move to other advisers. You'll get to focus on those with ongoing needs instead.And as you grow and develop the book you'll get bonus on growing ongoing fees (15%). So you're rewarded straightaway for new business and long-term for retaining clients.On top of the generous bonus you'll get a good starting salary befitting someone with your knowledge (£60,000 - £75,000 depending on experience). There's also:

25 days annual leave
A day off for your birthday
Contributory pension scheme
Private Healthcare
Life assurance
Health insurance

On top of that you'll have the support of paraplanners and administrators in your local office. Your time will be spent with clients, not on paperwork. WHAT YOU'LL NEED:You'll need to be a level 4 adviser with 3 years+ experience. You'll have CAS and have the energy, determination and ability to manage a sizeable, client portfolio and develop new business.Clients are in East Riding along with your local office, so you'll live in the area. -----------------------------------------------------------------------------------------Looking for balance, a company that treats you fairly? Click apply and we’ll tell you everything you need to know.If you don't have a CV don't worry. Send us contact details and we can come to the CV later.Everyone will get a response.

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