Financial Planner

Exchange Street Claims Limited
To £60,000 + Car + Bonus + Package
08 Nov 2017
16 Nov 2017
Contract Type
Full Time

Our client, a highly regarded asset management firm with a presence across the UK and an outstanding reputation for their discretionary portfolio management proposition, is currently looking to recruit an experienced individual to work with and develop a client base of approximately 200 individuals in the Cheshire area. The role is primarily field based although there is a regional office nearby.

Clients are generally high value and approaching retirement with typical investment sizes between £150,000 and £250,000, although a number of cases are much higher. In addition to servicing existing clients, consultants are also expected to possess a commercial focus and identify new business when opportunities arise. The support on offer is first class, with a dedicated technical support function including diploma qualified paraplanners in place at the regional office.

Successful applicants will have a good understanding of investment management, tax mitigation (e.g. IHT planning, trust work etc) pensions and protection planning along with a demonstrable track record of performance against target. In addition, current FCA authorisation for regulated financial planning is essential alongside a Level 4 qualification and Statement of Professional Standing.

The role offers an attractive salary up to £60,000 plus a company car and excellent benefits. There is also and a generous bonus available with advisers targeted on both client retention and new business. Earnings at the firm average in excess of £70,000 with top preforming consultants earning well over £100,000. This is a superb opportunity with an ambitious national firm who have made large acquisitions in recent years.

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