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Financial Planner - Employed

Reward Recruitment
Posted 18 days ago, valid for a month
Location

London, Greater London EC1R 0WX

Salary

£40,000 - £70,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Salary: Competitive salary and bonus structure based on AUM brought in
  • Experience: Track record of delivering and converting clients
  • Experience: Able to transfer circa £15-£20m AUM of client following in the first 12-18 months
  • Experience: CAS status and excellent compliance record
  • Experience: Year of experience required not specified

Reward Recruitment are currently supporting an expanding Financial Services firm, looking to open a central London Office.

They are interested in hiring someone who is:

  1. Able to transfer circa £15-£20m AUM of client following in the first 12-18 months.
  2. CAS status.
  3. Excellent compliance record.
  4. Track record of delivering and converting clients.

In return they will provide:

  1. A central London office location.
  2. Marketing support to drive and generate clients into the office.
  3. Full time remote paraplanner to support. These will be based in their Head Office, but designated for said adviser.
  4. Competitive salary and bonus structure based on AUM brought in.
  5. Independent adviser firm with an in-house discretionary managed portfolio service.
  6. Proven client generation service.
  7. If you own the clients now and are looking to sell them, they will consider acquiring once transferred over.

This is an excellent opportunity.

For further information please contact Stuart at Reward Recruitment on 0 7 7 4 7 7 8 2 9 3 4 or send your CV direct.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.