Financial Planner

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This range is provided by Kalon Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

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Partnership Recruitment Manager, The Openwork Partnership, Financial Services

About the Firm

Kalon Financial Limited is a modern, growing and forward-thinking business with ambitious growth plans. They are a full-service Financial Planning business, offering retirement planning, savings and investments, mortgages, protection products, and a range of insurance services. Their mantra of “enriching lives and futures” stems from their ethos of keeping the clients’ financial wellbeing at the heart of everything they do. They are currently looking for a talented Financial Adviser to support with the growth and development of the business.

About the Role

The opportunity arises at a key time for the firm’s growth plans and you will benefit from immediate access to an existing client bank of active households. Looking after clients across East Anglia, working on a remote, or hybrid basis, this opportunity will suit a pro-active Financial Planner who is able to build lasting relations based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated administration support from the local office.

The benefits

• Salary - £45,000 - £55,000 basic salary (dependent on experience)
• Uncapped commission, paid at 40% on all new business once 1 x salary validation is reached
• Pension Scheme
• Critical illness cover

Your responsibilities will include :

Providing quality advice on pensions, investments, protection and all aspects of financial planning, to a range of active clients across areas such as Ipswich, Bury St Edmunds, Norwich, Colchester and the wider East Anglia region.

What will you need to succeed?

This opportunity will suit a pro-active Financial Planner who is able to build lasting relations based on trust. You must be self-motivated and confident to work independently, but will be part of a flourishing team, with dedicated support provided by an award-winning network.

Kalon Financial is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees so is somewhat of a democracy. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.

If you are a qualified Financial Adviser, with a minimum of Diploma Level 4, and are interested in this role, please get in touch to discuss further, we would love to hear from you.

Seniority level

Seniority level

Associate

Employment type

Employment type

Full-time

Job function

Job function

Finance

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