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Financial Planner
Job summary
A leading financial planning firm in the UK is seeking an experienced advisor to service existing clients and expand the client base. This role offers a highly attractive salary up to £75k, excellent bonuses based on performance, and comprehensive support from paraplanning and admin teams. The ideal candidate has extensive financial planning experience and strong skills in client retention, particularly in pension, investment, and protection advice. Home and office working is fully supported.
Benefits
Qualifications
- Demonstrable experience in Financial Planning/Wealth Advisory.
- Proven track record in pension, investment, and protection advice to private clients.
- Strong client retention abilities.
Responsibilities
- Service existing clients and build new client relationships.
- Provide holistic financial planning and investment management services.
- Manage inherited assets under management (AUM).
Skills
Education
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 Thames Ditton 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 Thames Ditton 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
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.