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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 fully independent service across financial planning, wealth management, investment management and professional services.
This advisory role (newly created) is located for their Cambridge office, one of 38+ national hubs, servicing a minimum 100+ households generating good levels of recurring income and AUM to build on.
Please note:This opportunity that has just come live to the advisory market and exclusively through Recruit Wealth.
Ideally you will already be signed off CAS, FCA registered, with an evidenced track record of private client advice, predominately on pension, investment & protection.
Our client offers a market leading proposition with a 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 bonuses available through initial fee/new business, recurring income and AUM.
Full Paraplanning/Admin support will be offered from the existing team and offices.
Applicants are ideally placed between Peterborough and Cambridge.
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.
