Financial Planner
Stoke-on-Trent
Financial Planner – Staffordshire/ Midlands Based
Salary Range: £55,000 - £80,000
Salary Range: £55,000 - £80,000
(OTE in excess of £100,000)
Due to an internal promotion our client is looking for an experienced Financial Planner to join their successful and growing business on a remote basis. They are a CII Chartered Firm located in the Midlands, who have been helping clients meet their life goals since 2001.They currently have just under £700m of assets under management and, they are expanding rapidly.
This is a fantastic opportunity for the right personable and professional candidate!
You will receive full admin and paraplanning support and you will pick up existing long-standing relationships from experienced Planners, as well as building up new client relationships.
If you are looking for a long-term role in a great company to work for this could be the perfect role for you.
What’s in it for you:
- Basic Salary up to £85,000
- OTE in excess of £100,000 - Competitive Financial Planner Bonus scheme with uncapped earnings potential.
- Client bank with significant AUM with a “professional” handover.
- 28 days holiday plus Bank Holidays
- Private Medical Scheme
- Fully matched pension of 5%
- Death in Service (4 times basic salary)
- Paraplanning and Administration support
- Other benefits available
Skills and experience required:
- As a minimum you will be CII Level 4 Diploma qualified.
- A minimum of five years’ experience advising high net worth clients
- Drive, determination and commitment which will be demonstrated in your everyday working practices.
- Excellent communication skills, a big team player and client focused.
- A proven record of success as a tied, restricted, or independent financial planner.
Interested?
Call Laura on or email for more information
DPDgroup UKSmethwick, 37 mi from Stoke-on-Trent
Release.
• To assist with the design, build and testing of minor technology improvements with Finance stakeholders.
**Key TasksAreas of Responsibility:**
• Engage with users and project stakeholders to understand functional requirements, non-functional...
Rotherham, 44 mi from Stoke-on-Trent
are invited from existing financial advisers with a minimum of the level 4 diploma in financial planning with reference preferred for those holding chartered status or working towards, salaries offered will be reflective of experience and qualifications....
Oldham, 36 mi from Stoke-on-Trent
Role
• Financial, Planning and Analysis Manager Location
• Oldham Salary
• Between £70,000 and £78,000 + additional benefits including £6,600 car allowance.
Marks Sattin are currently recruiting for a well-established international organisation...