Wealth Planner

CFP JOBS

Posted 11 days ago, valid for 9 days

Matlock, Derbyshire DE4 4HF, England

Full Time

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Sonic Summary

Our client is seeking experienced Wealth Planners to work with pre-qualified leads from solicitor connections, primarily in the wills sector.
The positions available include an Employed Package for experienced Wealth Planners with over 5 years of experience, offering a salary of £60,000 to £70,000 plus bonuses.
There is also a Junior Wealth Planner role for candidates with about 2 years of experience, providing a salary range of £30,000 to £40,000 plus bonuses.
Wealth Planners will receive 10 pre-qualified leads per week, with a conversion rate of approximately 3 out of 10, and they will have paraplanning and administrative support.
Vacancies are located in various cities 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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