Financial Planner - Client Book Provided - Salary up to £50,000 plus 35% Bonus on New Business plus Benefits
MB Fitzgerald Recruitment are currently working with a growing Finanial Planning business who have recently acquired a book of clients in the East Midlands. With their existing Advisers already at capacity, the company are now in need of an experienced Financial Planner to service and develop this new client book.
The company believe in providing a first class service to all of their clients and as such are keen to hire someone who adopts this approach. Client retention is key and so the ideal candidate would have experience of servicing a large existing client book.
The client book will have over £150K recurring fee income and so you will hit targets for earning bonuses simply by servicing and retaining these clients. Bonus is thereafter paid at 35% so any new clients that you bring in or any new business done with the existing clients will improve your earnings.
The company have a good Paraplanning and Administration support team who will do all of the work required in the background, allowing you to focus on the client work.
Candidates must be Diploma qualified as a minimum and must have previous experience working as a Financial Adviser in the UK. Salary is negotiable depending on experience and qualifications up to around £50K.