Financial Planner

Recruit Wealth Ltd; Leicester; On-site; GBP 90,000 - 110,000; Full time

Benefits offered by this job

Private medical insurance

Administrative and operational support

Technology, resources and инфраструкт

Professional development and career

Job summary

Recruit Wealth Ltd in Leicester is seeking a Senior Financial Planner to join an established advisory team. You’ll manage an existing client bank with substantial AUM, conduct regular reviews and identify further wealth planning opportunities to generate additional income.

You’ll benefit from dedicated admin support, access to technology and an office-based environment with strong career development prospects and competitive salary. 100k basic plus bonuses reflects experience and impact.

Qualifications

• At least 3 years’ experience providing regulated financial advice across wealth management.
• Experience with CAS & SPS.
• Proven ability to maintain clients and generate new advice business.
• Strong commercial awareness and ability to identify opportunities within an existing client bank.
• Excellent technical knowledge across pensions, investments, retirement and wealth planning.
• Confidence leading client conversations and generating referrals.
• Experience using cashflow modelling and financial planning technology.
• Excellent relationship management and communication skills.
• Ideally Chartered status or commitment to achieving it.

Responsibilities

• Take ownership of an established client bank and conduct regular annual reviews.
• Identify wider financial planning requirements and generate new advice.
• Convert opportunities and grow recurring income from existing relationships.
• Work with experienced support team to focus on clients’ needs.

Skills

Financial planning

Client management

Cashflow modelling

Regulated advice

Pensions & investments

Chartered status

Job description

Senior Financial Planner Leicester

An established and performing client bank Significant AUM High basic salary and bonuses

We are working with an established, highly regarded independent financial planning business looking to appoint an experienced Financial Planner to join its advisory team in Leicester.

This is a stand out opportunity for a Financial Planner to take responsibility for a substantial existing client bank, with considerable assets under management, providing an immediate platform to generate further income and develop existing relationships.

You’ll benefit from an established portfolio, dedicated administrative/paraplanning, operational support and the opportunity to focus on delivering quality financial planning.

The Opportunity

You’ll take ownership of an established client bank, conducting regular annual reviews, identifying wider financial planning requirements, generating new advice and converting further opportunities.

With an experienced support team, you’ll have the time and resources to concentrate on your clients.

What We’re Looking For

We’re keen to speak with Financial Planners who can demonstrate:

• At least 3 years’ experience providing regulated financial advice across wealth management
• CAS & SPS
• A proven track record of maintaining clients, as well as the ability to generate new advice business.
• Strong commercial awareness and the ability to identify opportunities within an existing client bank.
• Excellent technical knowledge across pensions, investments, retirement and wider wealth planning.
• Confidence leading client conversations, identifying additional needs and generating referrals.
• Experience using cashflow modelling and financial planning technology.
• Excellent relationship management and communication skills.
• Ideally Chartered status or a commitment to achieving it, would be advantageous.

What’s On Offer?

• A substantial basic salary, up to 100k, dependent on experience and capability.
• Individual and company performance related bonus schemes
• Private medical insurance.
• An established client bank with significant AUM and recurring income.
• Dedicated administrative and operational support.
• Access to excellent technology, resources and infrastructure.
• On-going professional development and long-term career opportunities.
• Superb, professional office environment for office days

About You

You’ll be a confident, highly engaging Financial Planner who enjoys building long-term relationships, identifying new advice opportunities and making a genuine contribution to clients lives.