Recruit UK

Chartered Financial Planner

RecruitukLtd Salary: c£85k DOE

Are you interested in joining an award-winning London based boutique Financial Planning firm?

A firm with an excellent reputation coupled with an excellent client offering?

Do your clients demand a more bespoke proposition individually geared to their needs?

Recruit UK are currently working exclusively with an established London based Boutique Financial Planning firm who offer bespoke wealth solutions to a range of HNW individuals. They have a family office focus and have accrued an excellent reputation within the industry. They are fully independent allowing them to offer highly tailored advice to their clients.

Their typical client has between £1-5million investable assets, and they offer both Private Wealth and Family Office services.

Having enjoyed successful growth since their foundation, they are now looking to recruit a high calibre Financial Planner to help continue this success. They seek the following from prospective candidates.

  • Chartered Financial Planner Qualification
  • 5 years’+ experience offering HNW private client advice
  • Strong track record of performances
  • Ability to manage a portfolio of HNW clients
  • Experience in establishing a professional network
  • A strong business plan for attracting new business
  • A desire to offer bespoke holistic advice

They are offering:

  • A market leading remuneration package with a high basic and bonus (contact for further details)
  • An excellent benefits package
  • Existing professional relationships to assist you to grow your AUM
  • Full support on all back-office aspects including paraplanning and administration
  • Excellent highly developed client proposition
  • A relaxed working environment
  • New office’s situation in Mayfair

If you are interested to find out further information regarding the company and their proposition, please send in your details with a convenient time to call you. Alternatively call Thomas Barton-Howarth a call on 01179-170-414 for a confidential conversation and quote reference 2835.




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