Vacancy Detail

Senior Financial Planner

Recruit Wealth are delighted to be representing one of the UK's top tier Wealth Management businesses who are now seeking to appoint a highly experienced Financial Planner.

Our client provides a truly holistic service, across financial planning, investment management and professional services and is without doubt a kudos, revered brand.

This advisory role is based out of their Chelmsford offices (28 hubs across the UK) servicing existing high net worth clients as well building on new client activity and lead generation.

Ideally you will have many years Financial Planning experience with an exemplary track record to date alongside working towards Chartered status, if not already qualified to this level.

You will have expert knowledge of Investments, Pensions and associated products, be able to confidently deal with high net worth individuals and delivering peace of mind with your expert advice and guidance.

There is an existing client bank available, full details will be discussed on application with us here at Recruit Wealth. Our client would like to hire an Adviser with the ability to grow a client bank/AUM through recommendation and referral alongside being supported by the brand in further lead generation.

Most of the existing clients are within Essex so travel should be expected, especially for new clients but for annual review clients virtual meetings or office meetings will be required.

Our client offers a market leading proposition with a fair and transparent charging/fee structure and a holistic approach at the forefront of everything they do. They are award winning and recognised as one of the largest, prominent names in the Financial Planning industry.

Naturally, with a brand such as this you will be given full administration and paraplanning support.

This opportunity is employed only with bonuses. Our client has traditionally paid a high basic salary, this really is an attractive advisory role.

Candidates will ideally be from the Essex area, home and office working is fully supported.

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

Location: Chelmsford, Essex | Salary: 80000 - 120000 per | Job type: Permanent | Posted: 07/12/2022