Financial Planner- Leeds

  • Employed
  • "Leeds"

recruitukltd Salary: c£70k+ Basic + Uncapped Bonuses + Benefits.

We are currently representing a prestigious wealth advice and investment management business, winners of numerous industry awards and recognised for their impeccable training and coaching towards chartered and other specialist advice exams has earned them a high retention rate with employees and admiration from clients.

Due to growth through acquisitions and an increase in client referrals through professional relationships that include prestigious Law and accountancy firms, the company is looking to attract Financial Planners to work out of their modern offices based in major cities across the UK.

Attention to detail and professionalism are key to my client’s success, they have always operated on a fee basis, have an in-house investment management team, they generate quality inhouse and external client leads from many sources and provide full support in the way of highly qualified paraplanners and administrators. They also remunerate their advisers in line with other professionals such as solicitors and accountants, being considered a professional adviser is more important than ever just look up the recent FSA document titled ‘Risks to customer from financial incentives’ a clear indicator that higher basics are the way forward. Shares are also offered to all employees.

Role:

 

To build and develop trusted relationships with current and potential clients and professional connections. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies.

 

Who would be suitable for this opportunity?

To be considered a suitable candidate you must be Level 4 Diploma qualified, driven towards achieving Chartered, ideally have experience of fee based advice and knowledge of IHT, tax, Pensions and investments and used to working with professional introducers and clients with investable assets of more than 200k. You need to be highly presentable and able to evidence previous success.

If you would like to discuss this proposition in confidence, please contact Andrew Nicholson at RecruitUK on tel no 01179170415 quoting ref 10927

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