Recruit UK

Financial Planner – Midlands

RecruitukLtd Salary: Up to £65k

Recruit UK are actively representing a leading Investment banking group who have an enviable amount of assets under management. They are looking to strengthen their marketable brand and are known professionally across the UK within the HNW worth arena.

With their current increase in business they are driving recruitment forward and seek Level 4 qualified Financial Advisers to join their team in Birmingham.

What our client is looking for?

Level 4 Diploma qualified and experienced financial advisers who have a strong track record of providing advice to HNW clients is a pre-requisite as you will be dealing with clients who have investable assets of £250k+. Ideally you will be Chartered or enroute to Chartered. You will be focused on securing new business and those with a transferable client base will be welcome, however this is not a pre-requisite as this is more of a development role, so a business plan to attract HNW clients is essential and professional connections within accountancy or law will be a benefit.  Advisers will be conversant in all investment products.

What is on offer?

  • Financial Planners will be offered the ability to improve on basic salary and could earn bonus off new business and the levels of recurring income that’s brought on and managed.
  • This firm will work with the adviser to pass on existing clients during the first 12 months and many clients will be generated through seminars and events.
  • You will receive a market leading salary up to £65k (Experience and business dependent) and benefits include; generous pension, Smart Company Car, Shares and saving scheme, Life Cover and yearly discretionary and loyalty bonus based on performance.
  • New modern offices with open plan and lovely meeting rooms
  • You will join a team that has a good culture, are laid back, friendly, collaborative, and with loyal clients who appreciate professional financial advice.
  • Access to quality leads through services they run that go out to FTSE 100 companies, educating on lifestyle planning.

If you are a current financial professional who is seeking a high standard of support from an employer that can offer access to leads, continuous development and reward for transferable business, then contact Andrew Nicholson at Recruit UK for a confidential discussion and please quote reference 2724.


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