Financial Planner

Uncapped Earnings
22 Jun 2018
20 Jul 2018
Contract Type
Full Time

Financial Planner

An outstanding opportunity has arisen for an experienced Financial Planner to join our clients highly successful firm, working from home, providing full holistic financial advice to existing and new clients with the full support of a comprehensive support team.

Our clients wealth management company is an award winning UK advisory business and a member of Intrinsic Financial Services. With national coverage they are devoted to helping individuals and companies with their financial planning. They pride themselves on service and aim to be recognised as one of the very best advisory businesses in the industry. They offer financial planning, mortgage, protection and Equity Release advice.

If you have a track record of success, the drive and the experience to take advantage of the market place in a busy and highly profitable business, then this is the role for you.

The characteristics of a successful Financial Planner

  • Entrepreneurial spirit to build your own business within theirs Possess at least 12 months experience as a Financial Planner with a proven track record of success Must be Diploma qualified (or equivalent) Drive, energy, enthusiasm Self motivated Desire to earn Ability to create opportunities Client-focused Highly compliant Good communication skills - both oral and written

You will be expected to look after and advise new and existing clients along with creating your own opportunities to build new client relationships. Telesales, administrative and para-planning support will be provided to leave you free to provide an excellent level of service and advice to clients.

This role would suit a professional individual who has the ability to use their initiative, is a creator and not an order taker and has a ‘can do’ working attitude.

Ideally you will have some of your own clients that you can bring to our client and continue a relationship with however, they will provide you with guaranteed leads every month.

In Return You Will Benefit From

  • Excellent un-capped earnings potential from a self-employed role with an initial guarantee
  • Leads provided from our well-established telesales team
  • Full back office support

Please click the apply button in order to send your CV / Cover Letter and any further documents supporting your application.


Orange Recruitment is advertising this position on behalf of our client. By clicking apply you accept that your application will be forwarded to only this client in order for them to consider you for the role.