Financial Planning Manager

Recruiter
Reed
Location
Cardiff County
Salary
£50,000 - £59,999
Posted
06 Sep 2019
Closes
08 Sep 2019
Ref
1243287899
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Our well-respected client, a nationally recognised wealth management practice , has a vacancy for a qualified Financial Planning Manager to provide holistic financial advice to its plethora of prestigious high net worth clients, as well as look after a team of two Financial Planners. They will pay basic salaries up to £85k per annum, depending on experience and connections.

An existing client bank is available, as well as an excellent lead supply. These include national joint ventures with accountancy practices, leads from a dedicated business development team and client acquisitions.

Their HNW clients generally have £200k+ in assets. They are looking for dynamic, motivated Advisers who wish to progress their career with a household name. If you don't have clients, you must be keen to develop new business. In addition, you will be acting as a senior member of the team, with ambitions to grow the team by an additional two more advisers over the next year.

Ideally you be chartered, or close to obtaining this. Bonuses, which can be as much as 100% of salary, are based on fee income, and they will set a very low fee income target initially to allow you familiarise yourself with the company culture without feeling pressured.

The company will allow you to work from home and from a local office, which will provide admin and paraplanning support. Salaries increase with length of service and progression. Benefits include company pension scheme, life assurance, income protection and 25 days annual leave.

To find out more and have a confidential conversation about this opportunity, please apply on the link below and send through an updated CV to .

More searches like this