Financial Planner - Everpool : Job Details

Financial Planner – Staffordshire/ Midlands BasedSalary 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