Vacancy Detail

Financial Planner

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition.

Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.

This newly created advisory role is located for their Worthing offices and surrounding areas (one of 45+ national hubs and still growing) servicing existing high net worth clients as well as building on new client activity.

Due to a very recent acquisition, there is an existing client bank available, circa 150+ clients/households. Further details will be discussed on application regarding AUM and recurring income but this will be highly attractive.

Please note: This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth.

Ideally you will have many years Financial Planning experience (CAS, FCA approved) with an exemplary track record, predominately on pension, investment and protection advice to private clients.

Our client offers a market leading proposition, whole of market, directly authorised with a transparent charging/fee structure and a holistic approach at the forefront of everything they do.

They are award winning and recognised as one of the largest, prominent names in the Financial Planning industry.

This opportunity is employed only with excellent bonuses. This really is an attractive advisory role which easily carries 6 figure potential.

Full Paraplanning/Admin support will be offered from the regional offices.

Applicants will ideally be from the Worthing, Brigthon or Horsham areas to service the wider client bank.

Home and office working is fully supported.

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

Location: Worthing, West Sussex | Salary: 65000 - 100000 per year | Job type: Permanent | Posted: 02/02/2024