Financial Planner

£50,000 – £70,000 + OTE (30-40%) + Excellent Benefits

Birmingham

We are looking for a knowledgeable and forward-thinking Financial Planner to join a leading wealth management firm within their Birmingham branch,

 

THE COMPANY

An independently owned wealth management firm who provide dedicated wealth management and private investment service to a range of private clients across the UK.

With over 20 offices nationwide and a workforce consisting of strong financial planners and Investment Managers in each region, this company has strong professional connections with law firms and accountancy practises.

They have a clear strategy for growth and provide award-winning service, retaining and working with high net worth clients.

With excellent benefits and a chance to mould this role as your own, now is a fantastic time to join this business.

THE ROLE

As part of their on-going continued success, there is now the opportunity for Financial Planner to join their team, your key responsibilities will include;

  • Build and grow a client bank using external sources (solicitors, accountants)
  • Develop new relationships both internally with Investment Managers, as well as through external referrals and personal contacts.
  • Share knowledge and experience with other financial planning consultants
  • Mentor and train other team members

 

THE CANDIDATE

To be considered for this role, we are looking for candidates that have proven experience as a Financial Planner or Wealth Manager. You will have your own bank of clients and be able to generate £300K+

Ideally, you will be Chartered status, however, the client will consider Advisers who are working towards this.

You will be provided with full Paraplanning and Administration support from an office-based team, this will allow you to spend more time with your clients.

 

ID: 896056

TMRG Sales Recruitment is part of TMRGroup

Share This

Share this post with your friends!