Job Description:
Financial Planner | High-Earning Opportunity in Devon or Cornwall
Are you an experienced Financial Planner looking to take your career to the next level? Join a forward-thinking firm that offers a thriving environment, modern technology, and top-tier support. As a Financial Planner, you’ll start with a book of £200,000 in recurring income, ensuring a strong foundation for success. With a continuous stream of high-quality leads and a robust back-office system, you can focus on delivering exceptional financial advice.
Financial Planner | Why Join Us?
Immediate Client Base: Start with £200,000 in recurring income.
Innovative & Entrepreneurial Culture: Work in a progressive, forward-thinking environment.
State-of-the-Art Tech & Support: Enjoy modern tools and seamless back-office support.
Unmatched Earning Potential: Salary up to £70,000 – £100,000 + 40% bonus & benefits.
Financial Planner | Key Responsibilities
Client Management & Advisory
- Provide expert financial planning solutions tailored to client needs.
- Build long-term relationships with high-net-worth individuals.
- Manage and grow an inherited book of £200,000 recurring income.
Growth & Business Development
- Leverage a continuous flow of high-quality leads.
- Identify opportunities to enhance client portfolios.
- Stay updated on market trends and regulatory changes.
Technology & Support
- Utilize a modern tech stack for efficiency.
- Benefit from comprehensive back-office support.
- Focus on client engagement while the admin team handles operational tasks.
Who We’re Looking For
Proven experience as a Financial Planner.
Strong analytical and communication skills.
Ambitious, client-focused, and eager to drive results.
Location & Package
Hybrid Role: Based in Devon or Cornwall with flexible work arrangements.
Salary: Up to £70,000 – £100,000 + 40% bonus & benefits.
Join a company that values innovation, provides top-tier support, and offers limitless growth potential. Apply today for the Financial Planner role!