Vacancy Detail

Financial Planner

Recruit Wealth are currently representing a well known, Private Equity backed, expanding national Financial Planning business who now seek to appoint a Financial Planner to take over a client bank through a recent acquisition.

This advisory opportunity is aligned to their Essex office servicing existing clients in the surrounding areas. The client activity you will inherit will be discussed with us on application but you will begin with quality fee paying clients that are already being looked after on an annual basis.

Ideally you will have good many years advisory experience (our client is open to tied, bank or whole of market) with the view that you are already working towards Chartered status or already qualified to this level.

The business offers on-going training, coaching, alongside further business development support and in house compliance with paraplanning. The company are very well known for offering a leading independent proposition with an excellent holistic approach at the forefront of everything they do.

You will possess good all round knowledge of Investments, Pensions and associated products and be able to confidently deal with private client individuals.

This opportunity is employed only with a highly achievable and realistic bonus package. Due to the company having existing clients and on-going enquires no client bank will be required.

Home working/office working is available with great flexibility in managing your own diary.

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


Location: Braintree, Essex | Salary: 60000 - 90000 per | Job type: Permanent | Posted: 21/07/2022