Vacancy Detail

Financial Planner

Recruit Wealth are currently representing a highly successful and independent Financial Planning business who are now seeking to appoint a highly experienced Financial Planner to work alongside their Managing Director.

This role sits out of their Bishop's Stortford offices servicing existing HNW clients as well building on new client activity and lead generation.

Ideally you will have many years Financial Planning experience with the view that you are already working towards Chartered status to uphold the companies high standards. 

Most of the existing clients are within the counties of Essex/Hertfordshire and London so travel should be expected when restrictions are lifted in the long term. However, virtual technology has been successfully implemented so clients have already adapted to speaking to the business remotely.

The company are very well known for offering a market leading proposition with an excellent ethical and holistic approach at the forefront of everything they do. They are award winning and highly respected in their local area with many introducer and affiliated connections.

You will have 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.

Naturally with a brand such as this you will be given full administration and paraplanning support. Alongside this, you will have the kudos of working alongside the Managing Director with top tier clients from day one. 

This opportunity is employed only with a bespoke and achievable bonus package. Our client has traditionally paid a high basic salary and bonus so this really is an attractive opportunity. NO CLIENT BANK 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: Bishop's Stortford, Hertfordhsire | Salary: 55000 - 85000 per | Job type: Permanent | Posted: 24/03/2021