Vacancy Detail

Financial Adviser

Recruit Wealth are currently representing a highly succesful Hampshire based Financial Planning practice who now seek to appoint an experienced Financial Planner to work alongside their existing team.

This role sits out of their Andover offices servicing existing High Net Worth clients as well as building on new client activity, in-house lead generation and constant referrals. The client book will be discussed with us here on application but the FUM, recurring income and amount of quality long term clients available will be highly desirable.

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.

Most of the existing clients are within the county of Hampshire, travel should be expected but video meetings have been successfully implemented so clients have adapted to speaking to the remotely.

The company are very well known for offering a leading proposition with an excellent holistic approach. 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.

Due to the company having existing clients and on-going enquires no client bank will be required.

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

Location: Andover, Hampshire | Salary: 65000 - 120000 per year | Job type: Permanent | Posted: 10/01/2022