Wealth Planner

CFP JOBS

Posted 14 hours ago, valid for 19 days

Bristol, City of Bristol BS6 5EX

Full Time

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Sonic Summary

Our client is seeking qualified Wealth Planners to work with Solicitor Connections, generating leads primarily from will practices.
The position requires 5 years of experience for an experienced Wealth Planner, offering a salary of £60-70,000 plus bonuses, or 2 years of experience for a junior role with a salary of £30-40,000 plus bonuses.
Wealth Planners will receive 10 pre-qualified leads per week, with a current conversion rate of 3 out of 10, which has the potential to improve.
The role includes paraplanning and administrative support to enhance the efficiency of Wealth Planners during presentations and meetings, which can be conducted via video.
Vacancies are available in various locations, including Manchester, Birmingham, Oxford, Bristol, Cardiff, Brighton, and Derby.

Are you looking for qualified leads? Our Client works with Solicitor Connections and produces leads for Planners

Wealth Planners will get paraplanning and admin support and they will get more leads than they know what do with, these are coming from the solicitor practises who are working with wills predominantly.

All the leads and meetings are pre-qualified for Planner
The Wealth Planners do presentations and then some face-to-face meetings, but a lot of it will be done on video
The Wealth Planners get 10 leads a week which are being pre-qualified
Conversion rate on these is 3 out of 10 - but this could be higher
Paraplanning and admin is done for the Wealth Planners

Wealth Planner Employed Package

Experienced Wealth Planner with 5 years+ experience basic of £60-70,000 + bonus and should have CAS.
Junior Wealth Planner with about 2 years’ experience basic of £30-40,000+ bonus
There is no validation
The bonus earnings are based on what is banked

We have vacancies attached to Solicitor Offices in: Manchester, Birmingham, Oxford, Bristol, Cardiff, Brighton and Derby

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