Financial Planner: £70k - £130k salary + equity stake and bonus, (OTE £200k+) clients provided

Job Description

THE BUSINESSMy client is an independent wealth planning firm, who I have worked closely with for a number of years, personally meeting them in their beautiful offices near Sevenoaks and placing 3 Financial Advisers with them, in the last 18 months. They offer wholeof market advice on Pensions, Investments, Tax Planning, Trusts, Wills, IHT planning, POA, Mortgages and Protection. The Managing Director has had a long and illustrious career in financial planning and advice, having created and managed successful businesses.He has built a reputation as a leading figure in the industry, having been the most successful Adviser at one of the UK’s largest Wealth Management firms, personally billing in excess of £1m per year. The MD is still personally overseeing the affairs of HNWand UHNW clients, alongside training up the next generation of Advisers and the Senior Management team, so they can take over the business, when he comes to retire. The business has no desire to be acquired by a consolidator and is in the enviable positionof being fully self-funded for future acquisitions and also grows consistently year on year, from referrals and recommendations.THE ROLE/OPPORTUNITYThe Managing Director is creating a brand-new role within the business for an established Financial Adviser with a background in an independent firm (although a restricted advice background will be considered). The successful candidate will be given circa 180clients to network through and build meaningful relationships with, then you will be expected to generate new business from referrals and recommendations . This role will suit a driven individual, with a demonstrable track record of business development, thatcan build genuine rapport with clients and provide a truly consultative and quality driven service, putting the clients best long term interested at the core of the advice solution. They have further acquisitions in the pipeline, so additional new clientscan be provided, if required.REQUIREMENTSYou will have your Level 4 Diploma and ideally be looking to work towards your chartered status, this is not essential but preferred. You will be a driven and entrepreneurial individual with a desire to generate new business with honesty, integrity and withthe clients’ best interest at heart. A basic salary in the range of £70k - £130k is on offer (possibly more for the right person) with scaled bonuses paid out on any new business generated and any ongoing fees you generate in the longer term. The MD has putin place an agreement whereby staff will be given an equity stake in the business with uncapped earning potential. Realistic OTE is £200k. within the first 18 months and uncapped beyond this. The role will require you to be office based to begin with to getto grips with the business, then once you are up to speed, you can work from home with the trips to the offices, perhaps once or twice a week, as the business demands dictate.If you are seeking a career changing opportunity where you can own part of a truly outstanding boutique business, then please get in touch with Peter at Financial Divisions.