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 advisory role is newly created, due to a very recent company purchase, in the Lake District area (one of 30+ national hubs and still growing) servicing existing high net worth clients as well as building on new client referrals.

There is an existing client bank available, circa 100-120+ 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 etc) with an exemplary track record, predominately on pension & investment advice to private clients.

Our client offers a market leading proposition with a fair and 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. Our client has traditionally paid a high basic salary, this really is an attractive advisory role which easily carries 6 figure potential.

Full Paraplanning/Admin support will be offered from the recently acquired business as they transition to our clients branding from a highly experienced back office team.

Applicants will ideally be from the Lake District 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: Kendal, Cumbria | Salary: 55000 - 100000 per year | Job type: Permanent | Posted: 26/07/2023