Job Ref: 214562186

Date: 2021-09-02 11:05:33

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Recruit Wealth are currently representing a national and directly authorised Financial Planning orgainsation who now seek to appoint an experienced Financial Planner to work alongside their existing Adviser team.

This opportunity is aligned to the groups Buckinghamshire offices servicing existing clients as well as building on new client activity and constant referrals. The client book will be discussed with us here on application but the FUM, recurring income and amount of quality long term clients available will be highly desirable. Average client size approx will be in the region of £250k+.

Ideally you will have a good many years advisory experience with the view that you are already working towards Chartered status or already qualified to this level.

Most of the existing clients are within the counties of Buckinghamshire/Hertfordshire, travel should be expected but you can work from home or utilise the offices whilst managing your own workload and diary.

The company offer a whole of market proposition and offer leading life planning and wealth management solutions.

You will possess expert knowledge of Investments, Pensions and associated products and be able to confidently deal with high net worth individuals with the view to securing their future financial security.

As part of the businesses set up you will of course be given full administration and paraplanning support which is positioned out of the offices.

This opportunity is employed only with a highly achievable bonus package and no validation on initial fee income. Our client has traditionally paid a high basic salary so this really is an attractive opportunity. Due to the company having existing clients and on-going enquires no client bank will be required.

We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response

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