Financial Planner (existing client book)
Job Title: Financial Planner (existing client book)
Location: London / Surrey
Industry: Financial Planning
Salary: Up to £70,000 + bonus
Job Reference: 7507
Job Description:
Recruit UK is working with a national Financial Advice company that is looking for a Financial Planner to join their team, to be based from either their London or Surrey office.
They have an existing portfolio of 100 clients to inherit from a retiring adviser, which will form a good starting point to build a large client book, leveraging the great support they offer.
You will be joining a well-established company, who have consistently innovated and developed a proposition around its advisers and clients. They have a great support infrastructure in place, coupled with streamlined adviser technology meaning your time is freed up to focus on clients.
Although there is an existing portfolio of clients, they are looking for an adviser that enjoys developing new businesses, and who will use the existing book as a starting point to develop a large book.
What’s on offer:
- Existing portfolio of clients to inherit
- Salary Up to £70,000
- Competitive production-based bonus (validated by existing book)
- Full benefits package
- Paraplanning and Administration support
What they are looking for:
- Existing Financial Planner/Adviser with 5+ years’ of experience
- Track record providing independent/whole-of-market advice
- Level 4 Diploma (CII, CISI, or LIBF)
- Someone who enjoys developing new businesses.
- A good relationship manager who can pick up on the existing book
If you are looking to join an innovative company, which will support you to develop a book by delivering great client service, then get in touch to find out more about this opportunity.