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Financial Planner (Pension Bias) - 500 new leads per month - £100k OTE

Location: CITY OF LONDON, LONDON Salary: 50000 - 100000 GBP Per Annum, OTE
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 9 months ago Reference: 3091135
Established in 2009 my client has expanded rapidly, they have office in London and on the South Coast.

They provide Financial Advice to HNW Private Clients, Business and also have Insurance and Digital Marketing arms of the business.

Due to continued expansion and their strong online presence they have a requirement for 2 additional Advisers to join the Wealth Planning team in London.

They have c500 new HNW leads coming in each month so you do not have to have clients to bring with you.

The majority of their work revolves around retirement, specifically DB/DC Pension transfers, IHT planning and Pension drawdown. As a result a candidate with G60/AF3 would be a distinct advantage.

Salary of up to £70,000 on offer for the right candidate, with a very rewarding bonus scheme. Once you cover your costs to the business, all fee income counts towards your quarterly bonus. After your first year, any recurring income you have built will also count towards your target. As a result OTE of £100,000+ is realistically achievable by year 2.

You will be an experienced IFA with current CAS.
Ideally you will be a Chartered Financial Planner or have AF3/G60.
You will be IT savvy and embrace technology in your way of working.

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