Financial Planner - Client Book Provided
Independent Financial Advisor (IFA)Location: Solihull Area (Remote role with local client meetings)Salary: £50,000 per annum plus bonusesAbout the OpportunityWe are recruiting on behalf of a national Independent Financial Advisory group for an experienced Independent Financial Advisor to take over a well-established client bank from a retiring advisor in the Solihull area. The client bank is made up of around 130 clients and generates appx £220K recurring fee incomeThis is a servicing-focused position rather than a sales role, making it ideal for a professional advisor who enjoys delivering high-quality advice and long-term client care without the pressure of business development.The RoleYou will be responsible for servicing an existing, loyal client base, maintaining relationships, and providing ongoing financial advice. Comprehensive paraplanning and administrative support is provided, enabling you to focus entirely on client-facing work.Key Details and BenefitsBasic Salary: £50,000 per annumPerformance Bonus:Validation at three times salary25 percent bonus on all earnings above validationBonuses paid quarterlyClient Bank:Generates over £150,000 in ongoing income100 percent of income credited towards validation so successful candidate will generate bonus from day 1Pension: 8 percent non-contributoryAdditional Benefits:Death in ServicePrivate Medical InsuranceSupport: Full paraplanning and administrative supportWorking Pattern:Remote roleClients based locally in the ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!