Financial Planner - Servicing role / No targets

You’ve been there, done that and got the t-shirt. You know exactly what your strengths as a financial planner are.

You're great with clients. You're thorough and diligent. And whilst there are times when you need support, you're capable and conscientious enough to get on with the job.

But not every firm shares the same view of what a good planner looks like. There can be unreasonable expectations. Too much focus on new business, sometimes to the detriment of existing clients. And not enough trust that you don't need someone peering over your shoulder every minute of every day.

That won't happen here.

With this business you'll work from home servicing a book of existing clients. The focus is on retaining those clients and doing more with them, not prospecting or networking. You'll inherit these clients from financial planners who are retiring and/or going through an acquisition.

Numbers wise you'll inherit c100 households with £140,000 - £200,000 ongoing fees attached to them. You also won't need to worry about hitting your bonus threshold - your ongoing fees will do that.

And that's because you'll start on a salary of £50,000. There's a 3 x validation to earn bonus, but by inheriting that amount of ongoing you'll be earning 25% on everything you do above that. This means that existing planners are earning bonus in year one and are seeing those earnings grow and grow each year.

And you'll do above your validation because you're a great planner. You'll pick up referrals. You'll do more with the clients you have. The firm doesn't have expectations about new business you'll just get that by being good at your job.

As for the managerial style, well, it’s in keeping with what someone with your experience should expect. The directors understand that good planners want to get on with the job at hand so they've built very capable admin and paraplanning teams. They're a Chartered, award-winning business, so ongoing CPD/training is of a very high quality. You'll importantly have their trust to crack on.

They currently have openings in the following areas:

1. Cannock/Wolverhampton/Birmingham
2. Nottingham/Derby
3. Bristol/Bath
4. Northern Home Counties up to Peterborough (with the occasional client in London)

Along with the salary/bonus scheme there's the following benefits:

• 8% non-contributory pension
• 2 x Death in Service
• PMI
• 20 days holiday plus between Christmas and New Year

  
  
HERE'S WHAT YOU'LL NEED:

You'll be an experienced level 4 financial planner capable of working from home. You'll be a self-starter and great with existing clients - servicing will be your forte.

You'll be thorough and diligent, able to do more with existing clients. And whilst the firm has no expectations on this front, you'll deal confidently with the referrals you'll naturally pick up.

You will also live in one of the areas described above as there will be face to face meetings alongside telephone/video appointments.
  


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Want to work for a firm with reasonable expectations that gives you all the resources to be successful? Click apply.

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