Back to search
Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.
Our client provides a truly holistic, independent service across financial planning, wealth management and investment management.
This newly created advisory role is located for their Halesowen/Birmingham offices, one of 45+ national hubs. Client banks are being offered, servicing existing individuals/households from soon to be retiring Advisers.
The opportunity has been created through a very recent company acquisition and succession plan and comes with a minimum 150+ clients/households. Confidentially, further details will be discussed on application regarding FUM and recurring income.
Ideally you will have a good many years Financial Planning experience (SPS, CAS, FCA approved etc) with an exemplary track record, predominately on pension & investment advice to private clients.
Our client offers a market leading proposition with a fair and transparent charging/fee structure and a holistic approach at the forefront of everything they do. They are award winning and recognised as one of the largest, prominent names in the Financial Planning industry.
Please note: This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth.
The position is employed only with excellent bonuses which easily carries high 5 figure/6 figure potential with a guaranteed/retained bonus due to the client bank performance.
Full Paraplanning/Admin support will be offered from an existing and retained team/offices.
Home and office working is fully supported and you'll be expected to travel to see clients.
We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
