Vacancy Detail

Financial Planner

Recruit Wealth are delighted to be representing a newly created Senior Financial Planner role with a well established Hertfordshire based Financial Planning practice.

Our client is looking for an adviser who is tenacious, good at getting referrals, alongside looking at business to business type of referrals. You will need to have a minimum 2-3 years experience working as an Adviser and it would be beneficial if you are already working towards Chartered status.

There is a client bank that needs looking after so servicing would also need to be carried out with existing clients. The business doesn’t take on any clients with funds less than £100k and the average client case size is around the £300k figure.

Most of the practices clients are within Hertfordshire and London so ideally you will be well located to be on hand for clients needs.

The company has excellent marketing in place and they hold regular seminars throughout the year alongside virtual seminars. This in turn offers an excellent lead source which you would be expected to convert to new business.

Alongside all of the above, you will be given full administration and paraplanning support to free up your time being with clients and developing new business opportunities.

This opportunity is employed only with a bonus package paid in two parts through the year. Full details of how this bonus scheme works will be given on interview. Full details on overall package can be discussed with us but they are genuinely very good and realistic.

This is an stand out role with an excellent client offering alongside package for the right Adviser. We are keen to speak to candidates as soon as possible so please apply for an immediate response.


Location: Stevenage | Salary: 55000 - 90000 per | Job type: Permanent | Posted: 14/10/2020