|Location: TAUNTON, SOMERSET||Salary: 50000 - 80000 GBP Per Annum, OTE|
|Sector: Insurance||Job Type: Contract|
|Shift Type: N/A||Applications: N/A|
|Posted: 12 days ago||Reference: 3088173|
You will work closely with their Accountants to develop regular leads, as well as work from an existing HNW client bank which you will inherit from an experienced Chartered Financial Planner. Clients will generally have £250k+ in assets, and will have relatively complex retirement planning, investment and tax requirements, hence the need to have at least 1 of the AF papers.
Full admin and paraplanning support is provided, along with a salary range from £50k - £65k per annum. This isn't a heavily targeted role, though you will earn bonus of around £20k per annum based on individual and team performance.
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