Recruit UK

Financial Planner – Potential New Business Award

  • Employed
  • "London"

RecruitukLtd Salary: £75k - £90k

Recruit UK are actively representing one of the UK’s leading financial services companies who have developed a strong reputation within the financial planning industry.  They have a robust growth plan in place and are known professionally across the UK within the HNW worth arena.

With their current increase in business they are driving recruitment forward and seeking established advisers who are looking to align themselves to a successful to a firm with one of the market leading client propositions.

What our client is looking for?

Established financial planners who have a strong business plan. Individual who can demonstrate a strong track record of providing advice to HNW clients. You will be focused on securing new business and those with a transferable client base are particularly sought after. Business doesn’t have to be transferred instantly and each case will be treated individually. Advisers will be conversant in all investment products and will be fully committed to ongoing professional development to chartered Status.

They will tailor a package to suit the requirements of each prospect candidate on a case by case basis. On top of market leading basic salaries they offer excellent benefits and scope for bonus.

Their financial planners receive full support from a team of dedicated Paraplanners and administrators and you have access to new modern offices, with an open plan environment and modern meeting rooms, as well as excellent staff areas. Benefits include; generous pension, Smart Company Car, Shares and saving scheme, Life Cover and yearly discretionary and loyalty bonus based on performance.

You will be joining a team who have developed an excellent culture with a laid back laid back, friendly, collaborative environment.

If you are interest in making to move to a firm with a more extensive client proposition which will allow you to better service clients, and if you feel you have a business plan in place to develop a portfolio of c£15million over 2 years then this is a perfect opportunity for you.

If you would like to discuss the requirements and the opportunity in further detail, please contact our Senior Consultant, Thomas Barton-Howarth on 01179170414.

Alternatively email thomas.barton-howarth@recruitukltd.co.uk and quote reference 2144.

 

 

 

 

 

 

 

Upload your CV/resume or any other relevant file. Max. file size: 16 MB.