Recruit UK

Financial Planning Adviser

RecruitukLtd Salary: c£50k - £75k

With a history of integrity and a reputation that has spanned decades, our client is a FTSE 250 organisation that measures its success by their referral rate and customer satisfaction. They are seeking consummate professional financial planners for their Bristol Office, and if you enjoy working within a mature, motivational and sharing office, this will be the perfect role for you.

The nature of this role requires both technical and relationship management skills. Working on a proactive basis, you will meet specified financial planning goals for the benefit of the client whilst being tasked with astute management and review. You will also be accountable for your financial planning delivery, compliance and business development, meeting regulatory and quality standards, including continued professional development (CPD)

The successful individual will have a broad knowledge and deep insight across financial services, particularly within the HNW client arena. It is essential that you are Level 4 accredited with statement of professional standing and the determination to achieve chartered status.

You will be an existing IFA/ Financial adviser who ideally has ideally a minimum of circa. £15m under aum
Generous incentives are available to those individuals who contribute the greatest, as well as a basic salary of between £50 and £75k per annum, there is good a discretionary bonus. In addition to this, there is an attraction incentive of 1% of the gross assets attracted available over a 2-5-year period, which can take account of any restrictive covenant.

Flexible working is key, with regular travel across Bristol and Somerset to meet the needs of your clients, so a flexible approach to work is essential.

If you are a proven Financial planning manager/IFA then look no further than this excellent opportunity – Please contact John Anderson at Recruit UK on 01179 450450 to discuss in confidence. Please quote reference 2147 on applying.

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