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Financial Planner – Equity Opportunity
Key Job Features
Job Type: Permanent Reference: 894 Location: Hampshire Other: + Bonus (£100,000+ 1st year earnings) + Share Options + Benefits Details
We have been exclusively retained by an established independent financial planning firm with an enviable reputation of building strong, respectful client relationships and providing goal-based financial advice, underpinned by cashflow modelling.
Being at full capacity, our client is looking for an ambitious and personable Financial Planner (Chartered or working towards) to inherit a client bank generating in excess of £300,000 ongoing income. You will work with a diverse portfolio of existing mass affluent and HNW clients, with a view to retaining and nurturing AUM by providing comprehensive, holistic financial planning service to a diverse range of new and existing clients to meet their individual needs and circumstances.
Dedicated administrative and sophisticated paraplanning support is providing, enabling you to optimise the time spent serving the clients’ needs.
You will join a collaborative team and be expected to grow and develop the client bank by taking advantage of the extensive lead generation opportunities available via diverse sources including professional introducers, referrals, and a sophisticated and proven marketing strategy.
To succeed in this role, you must hold the Level 4 Diploma in Financial Planning (CII, CISI or LIBF) and possess a proven track record of proactively adding value to an existing portfolio of clients, as well as converting strong leads. The company has an inclusive culture, and it vital that the individual is a team-player and committed to quality financial planning advice. It is desirable that candidates have experience utilising cashflow modelling software, particularly Voyant.
If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk quoting reference 894 or call John Anderson on 01761 252 537 or Tim Terrell on 01761 252538 for an initial discussion.
Salary and package: £75,000 Basic + Bonus (£100,000+ 1st year earnings) + Share Options + Benefits
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