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Permanent

Financial Planner

Bristol
money-bag 60000.00-60000.00 Annual
3139501414
Posted Yesterday

Put the client first. Do proper financial planning. The revenue and the income will follow. That should be obvious. But in some financial planning roles, the focus can drift towards targets, validation and short-term production.This role is different. You''ll join a small, independent Chartered IFA firm with genuine client flow, strong support and a salary-led model. The focus is on good advice, long-term relationships and growing revenue in the right way. As your revenue and contribution grow, your salary is reviewed too. And there is evidence that this works.One adviser has grown from a £75,000 starting production point to £368,000 in fee income over four years. Another has grown from £200,000 to £571,000 over the same period.And as their revenue has grown, so has their salary. THE JOBYou''ll pick up new enquiries generated through seminars, events, introductions and referrals. You''ll work with the wider team to convert event attendees and enquiries into proper advice opportunities. And you''ll take on selected existing clients where capacity is needed across the adviser team. The advice is broad financial planning, covering pensions, investments, protection and wider planning work. There are also some sizeable protection opportunities, with recent cases producing fees of £20,000 and £27,000. You''ll be supported by paraplanning, administration, operations, client relationship management and marketing. As your activity grows, further support can be added around you. This ..... full job details .....

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