Financial Planner

Are you a successful Financial Planner, or a Mortgage Adviser or Paraplanner who wants to become a Financial Planner?  Alongside a great client bank to work with, do you want to be part of a prestigious brand that is trusted and well known?

You will not only gain an existing client bank, great basic and benefits but also the bonus scheme which is absolutely exceptional. There is the potential to earn 160% of your salary per year (40% per quarter), with also an additional maximum on target behaviour bonus of 15%. Does this sound good?

This is a financial advice company who is known to be supportive of their people and provide great training. This well-established wealth management company is very highly respected in their specialisms across the UK.

As a Financial Planner, you will have the freedom to plan your work around your life and manage your schedule effectively to benefit your clients whilst working from home. Meetings with clients can be via video or face to face – there is a lot of flexibility in this.

Do you enjoy building lasting client relationships by being an articulate communicator?

Here you will thrive in this continuously evolving financial services company. Supported by a wide range of products to support clients’ financial needs, you will gain a deep understanding of your clients’ work, from the comprehensive training provided.

The great thing is that the more you achieve, the more rewards you can expect, including a competitive starting salary, quarterly and annual bonuses, car allowance and a generous contributory pension.

Additionally, you will receive ongoing training and support ensuring your continued development of industry knowledge and to keep up to date with the latest products and services.

 Your role as a Financial Planner: 

• A professional client base will be provided, together with the products and the training to support their financial needs


• You will also be supported by a dedicated relationship team, who can arrange appointments, qualify leads and provide technical support


• To excel in building lasting HNW client relationships while maintaining a clear focus on business growth


• To be focused on understanding your client’s challenges, needs and aspirations


• Sharing ideas and working collaboratively with colleagues, building new relationships and developing new ones

 For this financial advice role you will be: 

• An experienced Financial Adviser with a QCF Level 4 qualification, and a positive outlook


• Or a Level 4 qualified Mortgage Adviser or Paraplanner, looking to move into Financial Advice


• Skilled in making commercial decisions and comfortable managing your own workload


• An articulate communicator, easily able to adapt to the fast-changing financial services market

This really is a fantastic financial advice opportunity for an ambitious, energetic and motivated individual. You will be joining an exciting and rewarding financial planning company who can offer job security, a competitive remuneration and an excellent benefits package, along with a welcoming and friendly working environment.