We are working with a highly successful and rapidly expanding Financial Planning and Wealth Management business that is looking to recruit an experienced, commercially driven Financial Planner to join its growing team.

This is a particularly interesting opportunity for an Adviser who enjoys the business development side of Financial Planning, is confident converting prospective clients into new business and wants to be rewarded for their success.

Unlike a traditional Financial Planning role, there is no requirement to bring an existing client bank or manage an ongoing portfolio of clients.

Instead, the position is focused entirely on converting new business opportunities generated through the company's established marketing and lead generation team.

The Opportunity

The business has invested significantly in its marketing and lead generation capabilities, providing Financial Planners with a regular pipeline of prospective clients interested in Financial Planning and Investment Management services.

Your responsibility will be to engage with these prospective clients, understand their financial objectives, provide appropriate regulated advice and successfully convert opportunities into new clients and assets under management.

Once clients have been successfully onboarded, their ongoing relationship will be transferred to another Financial Planner within the business.

This allows you to concentrate on what you do best – developing relationships, converting opportunities and generating new business.

Key Responsibilities

• Engage with prospective clients generated through the company's lead generation team.
• Conduct initial discovery meetings to understand client circumstances and financial objectives.
• Provide holistic Financial Planning and Investment advice.
• Convert prospective clients into new business and assets under management.
• Maintain and manage a strong pipeline of prospective clients.
• Build trust and credibility with potential clients.
• Work closely with Paraplanning, Compliance and Client Services teams to ensure a smooth onboarding process.
• Achieve agreed new business and conversion targets.

Candidate Requirements

• Minimum Level 4 Diploma in Financial Planning.
• Previous experience working as a regulated Financial Planner or Wealth Adviser.
• Strong investment knowledge and an understanding of financial markets.
• Proven ability to convert prospective clients into new business.
• Experience working with inbound enquiries or lead generation would be particularly advantageous.
• Excellent communication, presentation and relationship-building skills.
• Commercially driven, self-motivated and target-focused.
• A genuine appetite for winning new business.

Salary & Bonus

The business offers a highly competitive basic salary, with considerable flexibility depending on the individual's experience and track record.

In addition, an attractive uncapped bonus is paid quarterly, calculated at 0.15% of new assets introduced.

For example:

• £10m of new assets introduced = £15,000 bonus.
• £15m of new assets introduced = £22,500 bonus.
• £20m of new assets introduced = £30,000 bonus.
• £30m of new assets introduced = £45,000 bonus.

These bonuses are paid in addition to the basic salary.

Additional Benefits

• Fully remote/home-based working.
• 6% employer pension contribution.
• 25 days' holiday plus bank holidays and additional Christmas closure days.
• Group income protection and life assurance.
• Employee Benefit Trust offering the opportunity for share ownership.
• Support towards professional qualifications and development.
• Opportunity to join an ambitious, growing Wealth Management business.

This is an excellent opportunity for an experienced Financial Planner who enjoys winning new clients but would prefer not to have the ongoing responsibility of managing and servicing an established client portfolio.

With leads provided, a competitive basic salary and an attractive uncapped bonus structure, the position offers genuine earning potential for a successful, commercially minded Adviser.

For further information, please apply or contact mbf for a confidential discussion.