Financial Planner
Salary
150000
Location
Job Type
Full Time
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Job Title: Financial Planner
Industry: Financial Services
Location: Buckinghamshire
Salary: £150,000
Job Description:
Recruit UK are working on an excellent opportunity for a financial planner with a loyal client following to join a privately owned Chartered Financial Planning firm who were set up 20 years ago and have since grown to 6 advisers who manage more than £0.5bn AUM and provide independent advice to individual and corporate clients who are now looking to hire a new financial planner.
Their focus is very much around a limited number of clients with a higher value, with the average investable assets of the clients being at the £1m mark.
What’s on offer:
- A competitive salary of up to £150,000 for the right individual
- Full back-office support from the highly technical team
- Proposition geared up to HNW & UHNW clients
- Corporate client relationships with lawyers & accountants which produce inquiries
- Comprehensive benefits package (PMI, DIS, Pension, STL)
- Equity
- Minimum 5 years’ experience in the advice-giving role
- Loyal client following & established network
- Chartered is desirable but not essential
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job 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.