Chartered Financial Planner
Salary
80,000-130,000
Location
London
Job Type
Flexible Working|Full Time
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Job Title: Chartered Financial Planner
Industry: Financial Advice
Location: City of London
Salary: £80,000-£130,000
Reference Number: 13687
Job Description:
Recruit UK are pleased to be working with an award-winning IFA in the heart of the city who runs a highly client-centric, bespoke advice model and has received industry acclaim, having won ‘Chartered Financial Planning Firm of the year’.
They are still a relatively small practice who have been growing organically since they established 14 years ago, and currently have 4 Financial Planners with a dedicated technical support team. Between them, they look after 200 Families with combined AUM of £350million.
Their model is pure fee-based advice, with a selection of services available to meet clients’ specific requirements. They go for limited clients, high-value approach, which has proven very popular with both their advisers and clients
They will pay a salary based on an adviser’s potential, preferring to maximise salaries over bonuses to ensure good practice (client focus). Overall earning generally work out about 1/3 of production.
Potential for an adviser to join the board within a few years and help with the strategic growth of the company. Having developed a solid foundation, they are looking to ramp up their hiring, bringing on like mind advisers who share their values.
What’s in it for you:
- Bespoke package tailored for your requirements
- A flexible working environment
- Excellent support from the technical team
- Opportunity to get involved in the strategic growth of the business
- An established adviser who is looking for a company aligned to their values
- Highly client centric
- An established network
- Ideally Chartered (they will support you to obtain if not)
- An adviser who values a smaller company where they are not just a number
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.