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Form of work
SalaryCity & Capital are currently representing a highly respected financial planning & wealth management business who are actively looking to appoint a confident, knowledgeable & suitably qualified Senior Financial Planner to their successful team in Birmingham.
Due to our clients market reputation & standing, this is an appointment in line with demand, with the arriving Senior Financial Planner inheriting a notable book of clients on day one, with a view to nurturing and growing this portfolio, over time.
Within the role you will expect to be an extension of the management team and will work closely with clients on pensions, investments, estate planning, VCTs, EIS’s, wills and trusts.
Due to this, there are no expectations for the arriving Senior Financial Planner to bring their own clients with them, however, should this suit the ideal candidate for this role, then our client does have the capacity to onboard clients too, where this is a preference.
Within the role you will be ably supported by the businesses experienced team of administrative and paraplanning support to ensure the best and most efficient level of service for clients.
The Ideal Individual will...
- Hold a minimum Level 4 qualification.
- Demonstrate a proven track record of client satisfaction
- Will hold current CAS status
- Be confident in managing their own diary of appointments with clients
Our client is willing to pay up to c£70k as a basic salary for the ideal individual, relevant to experience & qualifications, as you would expect. Higher offers may be considered for exceptional candidates. Salary will be complemented by a strong benefits package & additional earning potential based on performance.
Due to the exciting nature of this opportunity I do not expect this role to be on the market for very long at all!
Therefore if this does look of interest and you feel suitably qualified to achieve in the role then we would welcome your application at the earliest opportunity.
Once received we will be able to review your application and once reviewed we will get back to you. Should you be successful in your application we will then be in touch to discuss the opportunity in more detail with you in order to agree the way forward.
We look forward to your application.
Kind regards,
