Financial Planner

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

Job summary

Join a growing national Financial Planning business as a Financial Planner in Sheffield. This sought-after opportunity offers an attractive salary up to £75k plus bonuses, along with full Paraplanning/Admin support. Ideal candidates will have extensive experience in wealth advisory and client management.

Benefits

Full Paraplanning/Admin support

Market-leading fee structure

Home and office working fully supported

Qualifications

• Several years of experience in Financial Planning and Wealth Advisory.
• Track record in pension, investment, and protection advice.
• Experience servicing private client portfolios.

Responsibilities

• Inherit and manage an existing client bank of 120+ households.
• Provide holistic financial advisory services to clients.
• Focus on client retention and building new client activity.

Skills

Financial Planning

Wealth Advisory

Investment Management

Client Retention

Education

Minimum Diploma qualified

FCA registered

CAS

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 south Sheffield 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 Sheffield/South Sheffield 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.