Financial Planner (Existing Client Book)
Salary
50,000 - 70,000
Location
Amersham
Job Type
Full Time
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Job Title: Financial Planner (Existing Client Book)
Industry: Financial Advice
Location: Amersham, Buckinghamshire
Salary: £50,000 – £70,000
Reference Number: 14761
Job Description:
Recruit UK are working with one of the UK’s largest Financial Advice companies which manage over £8 Billion for private clients. They have an exciting opportunity for a Financial Planner to join their team in Amersham to take over an existing portfolio of clients from a retiring advising.
This would suit an adviser who is earlier on in their career and does not have their own book clients to transfer.
The company put a massive emphasis on professional development and will facilitate you to gain Chartered status, offering numerous opportunities to progress.
What is in it for you:
- Existing client book to take over (£35million AUM)
- Attractive bonus based on production
- Reduced bonus validation in your first 2 years
- Competitive salary (reviewed regularly)
- Pension, DIS, 25 days holiday
- Full back-office and admin support
- Big emphasis on professional development with exam support
- Level 4 Diploma in Financial Planning (CII or LIBF)
- Experience giving private clients complex Financial Advice
- Ability to manage a large portfolio of clients
- The dedicated, client-centric mentality
- 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.