Recruit UK

HNW Financial Planner – Clients to Service

RecruitukLtd Salary: £40k+, Bonus, Company Car and Benefits

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 are seeking established advisers in the Glasgow area who are looking to align themselves to a successful firm with a market leading client proposition. There is a client bank to take over with a £70,000 trail income.

What our client is looking for?

The successful Individual will demonstrate a strong track record of providing holistic advice to HNW clients and ideally have professional connections in place with accountants, solicitors or other introducers, with seminar experience. Advisers will hold the full level 4 diploma in financial advice, have SPS and CAS, and be conversant in all investment products. You will be fully committed to ongoing professional development to level 6 chartered Status and be able to demonstrate the drive, determination and team orientation to be a success.

You will receive full support from a team of dedicated Paraplanners and administrators and will have access to new modern offices, with an open plan environment and modern meeting rooms, as well as excellent staff areas.

You will be joining a team who have developed an excellent culture with a laid back, friendly, collaborative environment. Our client will tailor a package to suit the requirements of each prospect candidate on a case by case basis, with an average basic c£40k+ along with excellent benefits that include, generous pension, Smart Company Car, Shares and saving scheme, Life Cover and yearly discretionary and loyalty bonus based on performance.

If you are interested in making a move to a firm with a more extensive client proposition which will allow you to better service your clients, and if you feel you have the business acumen in place to really develop your portfolio, then this is a perfect opportunity for you.

If you would like to discuss the requirements and this opportunity in further detail, please contact our Senior Consultant, Andrew Nicholson on 01179-170-415 and quote reference 2900. Alternatively email Andrew on andrew.nicholson@recruitukltd.co.uk

 

 

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