Vacancy Detail

Senior Financial Planner

Recruit Wealth are currently representing a newly created Senior Financial Planner role with one of our top tier national Wealth Management clients.

Our client is looking for an adviser who has an exemplary track record in advice to private HNW clients. Alongside this you will have excellent tenure in previous roles with evidence to suggest you have grown your funds under management through developing business and securing new clients.

Ideally you will have many years expereince in Financial Planning holding CAS and SPS with the view that you already working towards Chartered status.

There is an existing client bank available and so the business is looking for you to be able to get out and see clients straight away to cement relationships early on. Full details on this client bank will be discussed on application with us here at Recruit Wealth. PLEASE NOTE: The client bank is of a high level with funds under management of circa £40 Million.

Most of the existing clients are based around, Berkshire, Hampshire and Surrey so travel should be expected. However, virtual technology has been successfully implemented so clients have already adapted to this new way of talking to their Advisers.

Alongside all of the above, you will be given full administration and paraplanning support.

This opportunity is employed only with a bonus package paid annually. Our client has traditionally paid a high basic and a good bonus.

We are keen to speak to candidates as soon as possible, please apply for an immediate response.

Location: Guildford | Salary: 70000 - 100000 per | Job type: Permanent | Posted: 21/10/2020