HNW Financial Planner – South West

recruitukltd Salary: Up to £100k + Benefits + Bonus

We are currently working with an industry leading Financial Services companies who have a highly developed Financial Planning and Investment Division. They are winners of numerous industry awards and have an excellent reputation for their impeccable training and coaching towards chartered and other specialist advice exams.

Due to the recent acquisition of a national wealth management firm they are now looking for high calibre financial planners to join their  South West team. The acquisition has expanded their investment proposition and increased client referrals through professional relationships that include large national Law and Accountancy firms.

Overview of the firm:

* Nationwide presence with 30 established offices across the UK

* Joint venture with large retirement company

* Specialist division focusing on PI/Clin Neg advice

* Currently managing assets for over 100,000 HNW clients

* Regional focused business development

* Offer both bespoke & central investment management services

What is on offer?

* Salary up to £100k + dependent on experience

* Uncapped earnings, based on individual and team performance

* Full support towards chartered and fellowship status

* Rewarding benefits package

* Highly developed investment proposition

* Full back office support

They are looking for professional individuals who are aligned with their values of true holistic financial advice. Individuals who are or are working towards gaining chartered status, someone who can bring a good attitude to the team and act as a mentor to others. Candidates must also have expertise in dealing with HNW clients and a strong track record of previous business performance.

If you are interested to discuss the opportunity, submit your details and we will arrange a good time to have a chat. Quote reference 11430

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