Salary £50-70k + bonus and low validation
My client is a very well established Chartered Wealth Management firm based in Windsor. They are currently looking for a Chartered or nearly Chartered Financial Planner, to manage an existing client bank and proactively contact the high levels of leads they are producing. As part of a larger business service group, they are in the enviable position of having an endless source of very high-quality leads and referrals. If you are looking to move away from a high-volume sales targeted environment, that leaves you to fend for yourself, then this could be an excellent next move for you. Due to the high calibre of leads and referrals being generated, they tend to focus on higher net worth clients and offer truly holistic financial planning and cashflow modelling. The role will be split evenly between managing an existing client bank and contact new clients, so the ability to build and maintain genuine relationships with clients is essential. An excellent benefits package is on offer, along with a low validation threshold with a tiered commission structure, to reward higher billers.
If you would like to find out more about this role, then please send your CV to Madeleine Kerrane