Your new company
Due to continued growth and a recent acquisition, an excellent career opportunity has arisen within a very well-established and forward-thinking financial advisory company for an experienced Financial Planner to take over the client bank of a retiring adviser. The company has successfully grown year-on-year and has a clear focus on continued growth whilst ensuring clients continue to be provided with high levels of service. Flexible working culture, no requirement to be in the office.
Your new role
Employed position and client-facing role providing advice across the full range of financial planning with a particular focus on pensions and investments. You will be provided with a client portfolio of mid-upper tier clients, including higher value clients with more complex financial planning needs. Full administration and paraplanning support provided.
What you'll need to succeed
Proven experience as a Financial Adviser is essential (minimum 3–5 years), strong financial planning experience, client servicing skills, new business development skills, the ability to build and retain client relationships.
What you'll get in return
Employed role offering an above-market rate basic salary plus a bonus structure which will enable you to earn bonus from the outset with no validation. 6-figure earnings are realistically achievable. Good benefits package.
This is an excellent long-term career opportunity for an adviser seeking to join a well-run financial planning business with a clear focus and direction in a role which is providing you with good clients to work with and the support to enable you to maximise your time in front of clients.
#4801231 - Linda Leon
Financial Adviser/IFA: Client Bank Provided employer: Financial Planning Today
Financial Planning Today is an exceptional employer, offering a dynamic work environment in the heart of London at Chancery Lane. With a strong emphasis on professional development, employees benefit from ongoing training and mentorship opportunities, fostering growth within the wealth and investment sectors. The collaborative culture encourages initiative and innovation, making it a rewarding place for those looking to make a meaningful impact in financial planning.
