Financial Planner

Recruit Wealth Ltd; Halesowen; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning firm in the UK is looking for an experienced Financial Planning Advisor to service existing clients and develop new business in Birmingham and surrounding areas. You will receive full Paraplanning and administrative support. The ideal candidate will have extensive experience and qualifications in financial planning. This role offers competitive bonuses and a flexible work environment.

Benefits

Excellent bonuses

Full Paraplanning/Admin support

Flexible home and office working

Qualifications

• Minimum years of experience in Financial Planning/Wealth advisory.
• Exemplary track record in pension, investment & protection advice.

Responsibilities

• Service existing clients and build new in-house client activity.
• Full Paraplanning/Admin support from existing team.

Skills

Financial Planning/Wealth advisory experience

Pension advice

Investment advice

Protection advice

Education

Diploma qualified (CAS, FCA registered)

Job description

Overview

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 Birmingham office and surrounding areas (one of 50+ national hubs and still growing) servicing existing clients as well as building on new in-house client activity. Further details will be discussed on application regarding inherited AUM and recurring income but this will be highly attractive. This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth.

Responsibilities

This advisory role involves servicing existing clients as well as building on new in-house client activity. Full Paraplanning/Admin support will be offered from the existing team & offices. Applicants will ideally be from the West Midlands area to service the wider client bank. Home and office working is of course fully supported.

Requirements / Qualifications

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 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.

Benefits and Additional Information

This opportunity is employed only with excellent bonuses available through initial fee and recurring income. Full Paraplanning/Admin support will be offered from the existing team & offices. Applicants will ideally be from the West Midlands 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.