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 holistic service across financial planning, wealth management, investment management and professional services.
This newly created advisory role is located for Milton Keynes (one of 40+ national hubs and still growing) servicing typically high net worth clients as well as building on new client activity.
Due to a very recent client bank acquisition, 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 and protection advice to private clients.
The business offers a leading proposition with a fair and transparent charging/fee structure and a whole of market 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 available. Our client has traditionally paid a high basic salary.
Full Paraplanning/Admin support is offered from a highly experienced and skilled office based team.
Applicants will ideally be located in the Buckinghamshire area to service the wider client bank.
Home and office working is of course 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: Milton Keynes, Buckinghamshire | Salary: 70000 - 100000 per year | Job type: Permanent | Posted: 05/01/2024
