Wealth Planner

Recruiter
First City Recruitment Ltd
Location
Broomfield, UK
Salary
Competitive
Posted
27 Jul 2019
Closes
31 Jul 2019
Ref
1209770514
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
We have a new opportunity available for a Wealth Planner, to work for a highly successful financial planning company based in Chelmsford. This offers a guaranteed basic salary of £25'000, with a realistic £60'000 on target earnings, which is not capped, plus benefits including a Laptop, Mobile Phone and Expenses.

In this role you will be providing financial advice, both face to face and over the telephone, and making recommendations on investments, pensions and protection policies. You will also be responsible for account management post advice. Full Paraplanning and administration support will be provided, and you will also receive a marketing budget of £2'000 per month. This budget may include purchasing leads, warm and pre-made appointments, online marketing and networking activity.

To be considered for this opportunity you will need...
  • Level 4 Qualified

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