Financial Planners - UK Nationwide

Additional Resources Ltd.
Yorkshire and the Humber
50000.00 GBP Annual + GBP50000 Per Annum
15 May 2017
29 May 2017
Contract Type
Full Time
Financial Planners - UK Nationwide

Salary up to GBP50,000 plus bonuses OTE GBP80,000

Key Words - Financial Planner, Financial Advisor, Mortgage Advisor

The company

Our client is an award winning Top 20 Intrinsic Key Account, incorporating an established and well recognised Mortgage and Protection business and a progressive newly formed Financial Planning business which has circa 37 million FUM and over 5000 clients.

The Role

Our client is looking to appoint Financial Planners nationwide to provide high quality Mortgage and Equity Release advice from lenders representing the whole of the market. They are looking for Financial Planners who can provide short and long term strategies to ensure that the customers? finances are providing the right level of cover and income. Ideally the successful candidate will have their own client bank. The organisation will provide compliance and administrative support to add clients to the business. The company can offer the Financial Planners an Affiliate Partnership deal through Intrinsic.

You will help customers with the following:-

Build a plan for their personal needs and aspirations, including establishing their goals in life
Help identify what assets and liabilities they have
Evaluate their current financial position
Develop their plan
Implement that plan
Monitor and review plan and make necessary adjustments
Adhere to working practice of a compliant environment
Service new and existing clients

In return the successful candidate will be offered excellent terms and opportunities, powerful support and leads.


Ideal candidate would be a current IFA
CeMap (Certificate in Mortgage Advice and Practice)
Previous experience in Financial Planning is essential
Previous Mortgage Advising experience is essential
Have good all round technical knowledge
Good working knowledge of compliance requirements
Have experience of giving 'full' and 'ongoing' advice
Be able to demonstrate making very 'strong' customer relationships

Key Skills

Financial Planning experience
Mortgage Advisor experience

Key Words - Financial Planner, Mortgage Advisor, Financial Advisor

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.