Financial Planner

Recruiter
Anonymous
Location
Cheshire
Salary
35000.00 - 40000.00 GBP Annual + GBP35000 - GBP40000/annum
Posted
15 Feb 2017
Closes
01 Mar 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Financial Adviser
Cheshire
GBP35,000 - GBP40,000

We're looking for a financial adviser to work with existing clients, as well as those introduced through our Joint Venture, with the leading firm of accountants to dentists . We're based in Birmingham and the accountants are in Cheshire. The successful candidate will need to spend at least 2 days a week in the Cheshire office and can either work from home or the Birmingham office.

WHAT'S IN IT FOR YOU
- Great opportunity to work with clients and introducers
- Get involved in the dental sector (you don't have to do teeth - just help dentists make the most of their money)
- Have a secure and increasing income
- Enjoy your work - with clients, support team and our extended network
- Develop the skills required to generate significant fee income

WHAT'S IN IT FOR OUR CLIENTS
- Get advice from a trusted and Level 4 qualified Financial Adviser
- Have a long term relationship with an individual adviser
- Regular advice to help them keep on track financially
- Support from someone to help them get what they want
- Someone who can dedicate time and attention to have regular meetings with clients and be on the end of the phone to answer client questions

WHAT'S IN IT FOR US
- A long term and profitable relationship with you
- Someone we can trust to pass existing clients to
- Satisfaction of being able to work with all the enquiries we receive
- Help support team with research (on their clients) and develop the team where appropriate
- Additional profit to be able to further develop our IT / systems / client service / profit share

THE PACKAGE
- Basic of GBP35,000 - GBP40,000 depending on:
o experience & qualifications
o compliance
o general all round good naturedness
o proven ability to write business
- Salary is validated at 2?? times basic
- Bonus of 50% of all business above validated salary (payable end of January each year)
- Pension (3% employer matched)
- Flexible Benefits in Kind - Income Protection / Critical Illness / Death in Service

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful