Financial Planner - West Midlands

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Job Ref: 0010

Fully employed package including salary, car allowance and bonuses

Local back office and technical team 

Central client-friendly office facilities 

Guaranteed 1st year bonus to support move

About our client 

A directly authorised and Independently owned financial planning business with a capable back-office/ compliance support team. 

My client is a trusted advice firm with an exceptional regional reputation offering independent advice across financial planning, tax planning and investments to private clients and business owners.

Role description

This is unique opportunity for an established Financial Planner / Adviser who wishes to build future value into their existing client relationships.

Day-to-day responsibilities will include offering client centric financial planning to new and existing clients.

Requirements 

This opportunity will suit an established Financial Planner / Financial Adviser with excellent client relationship skills who wishes to benefit from future earn-out on existing or self-generated client connections with the security of a fully employed package and guaranteed earnings.