Vacancy Detail

Financial Planner

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 central 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 role will see you servicing existing clients as well as building on new client activity, in-house lead generation and constant referrals. You will be speaking with clients as soon as possible. 

The client book 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 future financial security.

As part of the businesses set up you will of course be given full administration and paraplanning support out of their Hertfordshire offices. 

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. Our client has traditionally paid a high basic salary so this really is an attractive opportunity. Due to the company having existing clients and on-going enquires 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.

Location: City, London - Home Working Available | Salary: 70000 - 120000 per | Job type: Permanent | Posted: 07/06/2022