HNW Financial Planner –Liverpool

recruitukltd Salary: c£60k - £100k dependent on experience

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 are one of the UK’s leading providers of investment management services for individuals, charities and professional advisers.

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 Financial Planners who are looking to align themselves to a successful firm with a market leading client proposition.


What our client is looking for?

Established financial planners who are Level 6 Chartered qualified have excellent experience dealing with HNW clients dealing with complex cases minimum £300k+ fum. Previous experience working as an Investment Manager would be an advantage but is not essential. Financial Planner candidates from other large UK Investment Management firms are attractive to my client. The successful Individual will demonstrate a strong track record of providing advice to HNW clients and dealing with professional connections such as accountants and solicitors. You will be conversant in all investment and pension products and will be fully committed to ongoing professional development.


You will receive full support from a team of dedicated Paraplanners and Administrators and will have access to offices in Liverpool.


You will be joining a team who have developed an excellent culture. Our client will tailor a package to suit the requirements of each candidate on a case by case basis, with an average basic c£75k – £90k (no salary limit), plus excellent bonus earning opportunities, plus excellent benefits that include a generous pension.


If you are interested in making a move to a firm with an extensive High Net Worth client proposition which will allow you to better service and advise clients this is a perfect opportunity for you.


If you would like to discuss the requirements and this opportunity in further detail, please contact Andrew Nicholson on 01179170415. Alternatively email Andrew at Quote ref 11855

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