HNW Financial Planner
Are you looking to align yourself to one of the UK’s leading financial planning firms? Do you want to work for a forward-thinking firm that provides excellent levels of support? Are you looking for a proposition with a defined bonus structure and high earning potential?
We are currently representing one of the UK’s leading financial planning and investment firms. They have built a globally recognised brand name and have one of the UK’s leading financial planning propositions, which provides holistic financial planning advice to HNW private clients. They are looking to grow their regional teams with a focus on York and are therefore seeking to hire experienced financial planners who want to take the next step in their career.
What is on offer?
- Salaries in the region on £55k - £65k (however can go higher for the right candidate)
- All back-office support from admin to paraplanning
- Currently acquiring firms so future business to work with
- In depth, financial planning model including cash flow modelling, IHT planning, mortgages, high end DFM proposition
- Bonus is paid upon several variations including AUM, fees generated, assets put onto platform, compliance scores
- 6% matched pensions
- Bupa Health Insurance, 4x death in service
- All travel costs taken care of
An ideal candidate will have an entrepreneurial mindset and demonstrate a past of holistic financial planning with a level of transferable trail income. Chartered is desirable with a good level of experience within HNW private client advice.
If you are interested to find out more about their proposition, please contact our senior consultant Frankie Pailing on 01179-170-413 to discuss in confidence and quote reference 2814.