Financial Planner

Recruit Wealth Ltd; Elmbridge; Hybrid; GBP 60,000 - 75,000; Full time

Job summary

A leading financial advisory firm in Elmbridge is seeking an experienced Financial Advisor to service and grow a substantial existing client base. The role offers a competitive salary, significant bonuses, and flexible working arrangements. Ideal candidates will have extensive experience in financial planning and wealth advisory, alongside relevant qualifications. This opportunity includes full support from paraplanning and admin teams, making it highly attractive for prospective applicants.

Benefits

Competitive salary up to 75k

Excellent bonuses

Full Paraplanning/Admin support

Flexible home and office working

Qualifications

• Proven track record in Financial Planning or Wealth Advisory.
• Experience servicing private clients effectively.
• Strong client retention skills and ability to build new client relationships.

Responsibilities

• Service existing clients and build new client activity.
• Manage inherited clients effectively and ensure client retention.
• Provide holistic financial advice across various areas.

Skills

Financial Planning

Wealth Advisory

Pension Advice

Investment Advice

Protection Advice

Education

Minimum Diploma qualified

CAS, FCA registered

Job description

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 located for their newly acquired Thames Ditton office and surrounding areas (one of 50+ national hubs and still growing) servicing existing (exiting owner/director) clients as well as building on new client activity.

The existing client bank available to inherit is circa 120+ households and client retention will be key and the main focus. Further details will be discussed on application regarding inherited AUM and on-going advice fees, but this will be highly attractive to all prospective applicants.

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 a good many years Financial Planning/Wealth advisory experience (CAS, FCA registered, minimum Diploma qualified etc) with an exemplary track record, predominately on pension, investment & protection advice to private clients.

Our client offers a market leading, independent 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 (salary up to 75k, but this can be discussed further with us) with excellent bonuses available through initial fee/new business and recurring income. 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 existing team/offices as well as regional teams.

Applicants will ideally be from the Thams Ditton and local areas 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.