Financial Planner - Client Book Provided

  • Location

    Crewe, Cheshire

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £40000 - £50000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    almost 2 years ago

  • Expiry date:


  • Consultant:


A leading National Wealth Management organisation currently requires an experienced Financial Adviser to join their offices in Crewe and take over an existing client bank. This organisation are well known across the UK and form part of a much larger business, they have offices across the country and are a market leader in their sector.

Due to increased business levels over the past 18 months combined with a recent aquisition, an existing client bank has now become available and requires a confident, professional and qualified Financial Adviser to take it over. As well as a client bank you will be provided with leads on a regular basis from the professional introducers that work with the business. You will be required to generate new business from time to time although a client bank and the majority of leads will be provided.

Applicants will have 12 months + experience in the market providing advice to private clients, ideally in the local area. Candidates must be Diploma Qualified as a minimum.

You will be given full study support to achieve Chartered status as well as a very rewarding and prosperous career. A basic salary of around £40-50K will be provided along with an attractive benefits package and Bonuses, (OTE £60K+)