Junior Financial Planner

The Company: An extremely ambitious, growth orientated Chartered IFA firm with multiple sites across the Yorkshire region are now looking to add a Junior Financial Planner to cover a South Yorkshire client base and patch. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused client bank (circa £17m AUM) with a focus on building new business opportunities around that via establish leads and professional business connections and contacts. Location: South Yorkshire Working Setup: Home-based - Hybrid/Flexible Package: £40-45k base + attractive bonus (OTE £60k+) and full company benefits Key Benefits: Flexi-benefits including Pension, PMI, DIS, CI Cover and flexible mat/pat leave Holidays: 25 days holiday + stats The Role: To deliver quality financial planning and wealth management to existing private wealth clients, whilst developing new business via warm, in-house lead opportunities. Duties include: Qualifying new leads that are received by the business through various sources. Providing a holistic financial planning service to all clients who fall within our target market. Ensuring that the client file including Fact Find, Adviser meeting notes and associated documents are fully and comprehensively complete. Working collaboratively with support staff to ensure work in progress is completed within the specified timescales and is wholly accurate, guaranteeing clients always receive a high standard of advice and care. ..... full job details .....