Financial Planner
| Area | London, UK |
| Sector | Financial Services |
| Salary | £75,000 - 100,000 |
| Start Date | ASAP |
| Advertiser | Lloyd Rosenthal |
| Job Ref | V-V39182 |
- Description
Financial Planner £80,000-100,000, plus benefits and bonus (and equity potential)
We are currently working with a fantastic new age, ultra-modern Financial Planning firm with a heavy focus on using technology to improve the quality of service that they provide to their clients, coupling that with a fantastic business culture that allows people to use their entrepreneurial side to constantly improve the business, and once again, the service that they are providing for clients. It really is a unique proposition and gives you the chance to be part of something different!
They have a highly attractive and rare opportunity to bring in a Financial Planner for someone more established within the industry to join as a Partner of the business with roughly 4-6 years of advising experience. Taking full advantage of this firm's high lead conversion rate coupled with a unique offering towards client service, you will be expected to grow a client book (not expected to bring any) and in turn reap the benefits from a financial and cultural standpoint.
All of the clients are provided, with huge scope to enhance revenue immediately!
Responsibilities
- Huge mass affluent/UHNW client base, with a client based to be handed to the advisor, via company lead and referral schemes in place that currently have over a 50% conversion rate. With no real need for independent business development. Expectation is to provide around 20 high-calibre and trusted leads per month.
- The client portfolio has huge opportunity to develop revenue streams for clients and the business in a fully digitised, yet simple and clear manner
- This is a collaborative team with an opportunity to develop your skills, experience and earning potential with fantastic growth opportunities up within the business
Qualifications
- Chartered via CII
