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Financial Planner

Employer
Recruit Wealth Ltd
Location
London, United Kingdom
Salary
Competitive Salary
Closing date
Nov 25, 2022

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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
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Recruit Wealth are currently representing a renowned, independent Financial Planning practice who now seek to appoint a highly experienced Financial Planner to strengthen their existing client bank in London.

Our client is long established with two offices currently, one out of Hertfordshire and the other in London. This newly created opportunity will see you focusing on clients in and around the London areas so ideally the business seeks their new Adviser to be well located for this reason.

This opportunity will see you servicing existing clients as well as building on new client activity, lead generation and constant referrals. You will be speaking with clients as soon as possible.

The client bank will be discussed with us here on application but the FUM, recurring income and amount of quality long term clients will be highly desirable.

Ideally you will have a good many years advisory experience with the view that you are already working towards Chartered status or already qualified to this level.

The company are very well known for offering a leading whole of market proposition with an excellent holistic approach at the forefront of everything they do, client outcomes are everything. The business is purely consultative and pride themselves on this ethos, there are no quick sales and long term relationships are the expectation.

You will possess expert knowledge of Investments, Pensions and associated products and be able to confidently deal with high net worth individuals with the view to securing their financial security.

As part of the businesses set up you will of course be given constant full administration and paraplanning support.

You will be able to work from home, whilst maintaining your own diary for seeing clients face to face. One visit a month to the Head Offices in Hertfordshire will be required to maintain contact.

This opportunity is employed only with a bespoke and highly achievable bonus package. With the client bank available you will easily be achieving bonuses in year 1 and beyond.

Our client has traditionally paid a high basic salary, this really is an attractive opportunity. Due to the company offering existing clients no client bank will be required but should you have a client following this can of course be discussed on interview.

We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response
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