Elite Retirement Planner β€” Pre-Booked Clients in Birmingham

Elite Retirement Planner β€” Pre-Booked Clients in Birmingham

Birmingham Full-Time 99000 - 121000 Β£ / year (est.) No working from home possible
United Placement Group

At a Glance

  • Tasks: Deliver tailored retirement planning with pre-set appointments and exclusive territory.
  • Company: Join United Placement Group, a leader in financial planning.
  • Benefits: Potential for six-figure earnings, dedicated support, and diverse carrier partnerships.
  • Other info: Enjoy steady revenue growth and a supportive work environment.
  • Why this job: Be part of an elite team and make a real difference in clients' lives.
  • Qualifications: Experience in financial planning and a passion for helping others.

The predicted salary is between 99000 - 121000 Β£ per year.

United Placement Group is seeking a Senior Market Financial Planner (Annuity Focus) to deliver retirement planning with pre-set appointments and an exclusive territory across the state. You will work alongside a top-tier team designed to support client-facing success and steady revenue growth.

You will join an elite platform with dedicated back-office support and a broad array of carrier partners to tailor retirement solutions, aiming for a six-figure earnings potential through performance-based.

Elite Retirement Planner β€” Pre-Booked Clients in Birmingham employer: United Placement Group

United Placement Group is an exceptional employer, offering a dynamic work culture that prioritises collaboration and client success. With dedicated back-office support and a focus on employee growth, you will have the opportunity to thrive in your role as an Elite Retirement Planner while enjoying the benefits of working within an exclusive territory and a top-tier team. The potential for six-figure earnings through performance-based incentives makes this position not only rewarding but also meaningful.

United Placement Group

Contact Details:

United Placement Group Recruitment Team

We think you need these skills to ace Elite Retirement Planner β€” Pre-Booked Clients in Birmingham

Retirement Planning
Client Relationship Management
Sales Skills
Financial Analysis
Annuity Knowledge
Performance-Based Earnings
Team Collaboration