Financial Planner

Financial Adviser
Doncaster
Circa £50-65K
Remote working

Looking for an opportunity to inherit a book of business?

Wanting to be working remotely instead of weekly visits to the office?

This could be the right role for you!

One of our long-standing Wealth clients are looking for an experience Financial Adviser to join them and look after a client bank in the Doncaster and surrounding area.

The focus will be to manage the existing book and then develop your own clients to add to this, off of referrals and new business.

Financial Adviser details:

• Book of business to inherit
• Remote Working
• Face to face and telephone/video based meetings
• Paraplanning and Admin support
• Liaise with introducers and develop relationships
• Identify new clients and develop the book

Financial Adviser package:

• Circa £50-65K basic salary
• OTE of £100K+
• 28 days holiday + bank holidays
• Income Protection, Death in Service and medical benefits
• Pension 5%

Requirements:

• Current experience working as a Financial Adviser
• Whole of Market experience
• Diploma Qualified & CAS status
• Driving Licence & Vehicle (to attend client meetings)

Contact Sam at Heat’s Manchester office if you have the necessary experience and are interested in the opportunity.