Vacancy Detail

Senior Financial Planner

Recruit Wealth are currently representing a newly created Senior Financial Planner role with one of our national Wealth Management clients.

Our client is looking for an adviser who has an exemplary track record in advice to private HNW clients. Alongside this you will have excellent tenure in previous roles with evidence to suggest you have grown your funds under management through developing business and securing new clients.

Ideally you will have many years experience in Financial Planning holding CAS and SPS with the view that you already working towards Chartered status.

There is an existing client bank available, full details on this client bank will be discussed on application with us here at Recruit Wealth. We are however looking for an Adviser who has the ability to still generate new business income alongside managing the existing book.

Most of the existing clients are in Essex, however, your operational hub will be based out of Chelmsford.

This opportunity is employed only with a bonus package paid annually. Our client has traditionally paid a high basic and a good bonus.

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


Location: Chelmsford | Salary: 50000 - 100000 per | Job type: Permanent | Posted: 22/10/2020