modern approach

traditional values


Financial Planner

Location: Chiswick, London

Salary: £45,000 - £60,000

Type: Permanent

Category: Financial Planning

Ref: SW/2487

 

Are you an experienced Financial Planner looking for the opportunity to join a growing fresh, innovative financial planning company who can offer you excellent lead-generation and support to enable you to provide expert financial planning advice?

They’re looking for individuals who wish to work in a supportive, friendly environment; people who enjoy building client relationships that last and strengthen due to the quality of the advice given, people whose talent and genuine care for what they do will enhance the experience of a client’s journey.  

Ideally you’ll be working towards Chartered status and have some experience of providing DB transfer advice.

Based in Chiswick, the company’s office is in a unique state of the art business park and is close to transport links in Chiswick.

What’s in it for you?

  • Initially, part office based in Chiswick Business Park (but they are flexible)
  • £45,000 - £60,000 basic salary plus uncapped bonus
  • Validation is x 2.5
  • Commission average 40%
  • Realistic KPIs and targets
  • Leads readily available
  • Monthly Sales and Relationship Masterclasses
  • An innovative referral process
  • Qualified support staff
  • Company will pay for additional relevant financial services qualifications that help you extend your knowledge and expertise to other areas of financial advice.
  • Laptop and phone
  • Innovative campaigns and events
  • Share options, based on overall performance, will be made available after 2 to 3 years
  • Management positions will be available as the business grows both organically and through acquisition

 

Next Steps:

  •  If this interests you and you’d like to find out more, please apply now or call Jess Wood on 0117 9625005; we can then discuss your career aspirations in more detail and ascertain if this is an opportunity you'd like to explore further. 
  • By applying for this position you agree to Sandringham Wood processing your personal data, in line with our privacy notice https://www.sandringhamwood.com/privacy-notice

 

 

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Our latest blog...

Our exciting new partnership with Preferred Recruitment Solutions (PRS)

Our exciting new partnership with Preferred Recruitment Solutions (PRS)

Jessica Wood
29 January 2019

In line with our firm belief that effective collaboration is key to success, we’re delighted to announce our new partnership with fellow Bristol-based financial services recruitment consultancy, Preferred Recruitment Solutions (PRS) . Like us, PRS adopts a consultative and personable approach where clients and candidates benefit from the same high-quality, proactive...

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Sandringham Wood
54 Parrys Lane, Stoke Bishop
Bristol, BS9 1AQ

Sandringham Wood Recruitment Ltd is a company registered in England and Wales
(Reg No. 6822844) Registered Office: 54 Parrys Lane, Stoke Bishop, Bristol BS9 1AQ.

Sandringham Wood is a partner company of Preferred Recruitment Solutions (PRS).

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