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Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
This advisory role, newly created, is located for their Chehsam office and surrounding areas (one of 42+ national hubs/offices) servicing an existing client bank of 100-120 households, as well as building on new client activity.
Further details will be discussed on application regarding inherited AUM and recurring/on-going income but this will be highly attractive to all prospective candidates.
Please note: This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth.
Ideally you will have many years Financial Planning experience (CAS, FCA registered etc) with an exemplary track record, predominately on pension, investment & protection 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.
This opportunity is employed only with excellent bonuses available through initial fee/new business, recurring income and AUM.
Full Paraplanning/Admin support will be offered from the existing team/offices.
Applicants will ideally be from the Buckinghamshire area to service the client bank.
Home and office working is fully supported.
We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
