Vacancy Detail

Senior Financial Planner

Recruit Wealth are currently representing a newly created Senior Financial Planner role with a well-established, fully independent and provincial East London Financial Planning practice.

Our client is looking for an adviser who has an exemplary track record in Advice to private clients. We would also like to see a strong background in business development, securing new referrals and introducing new clients.

Ideally you will have at least 3 years Financial Planning experience 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 those relationships early on. Full details on this client bank will be discussed on application with us here at Recruit Wealth.

Most of the existing clients are within London, Essex and Hertfordshire 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.

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.

This opportunity is employed only with a bonus package paid annually. Our client has traditionally paid a high basic and a good bonus so this really is an attractive opportunity at this time

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


Location: Romford | Salary: 55000 - 90000 per | Job type: Permanent | Posted: 20/10/2020