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Financial Planner

Recruit Wealth
Posted 11 hours ago, valid for 12 days
Location

Sheffield, South Yorkshire S5 8DP

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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  • Recruit Wealth is representing a rapidly growing national Financial Planning business in the UK, backed by private equity for expansion.
  • The advisory role is based in Sheffield and involves servicing an existing client bank of approximately 150 households while generating new client activity.
  • Candidates should have many years of Financial Planning experience, be CAS and FCA registered, with a strong track record in pension, investment, and protection advice.
  • The position offers a competitive salary with excellent bonuses based on initial fees, new business, recurring income, and AUM.
  • Home and office working is supported, and applicants are ideally located in the Sheffield/South Sheffield area.

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 Sheffield office and surrounding areas (one of 50 national offices) servicing an existing client bank of circa 150 households, as well as building on new client activity.

Further details will be discussed on application regarding inherited AUM and on-going advice fees, 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, 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 Sheffield/South Sheffield area to service the existing client bank.

Home and office working is of course 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.

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.