Financial Planner - Client portfolio in place

Exchange Street Financial Services
20 Mar 2017
19 Apr 2017
Contract Type
Full Time

Our client, an established asset management firm with a presence across the UK and an outstanding reputation for their discretionary portfolio management proposition, is currently looking to recruit two individuals to their Northwich office to manage existing client relationships as part of their ongoing growth.

This particular role entails providing advice on a range of personal financial planning products although it is expected to be heavily investment biased. Each individual will be provided with around 600 active clients (all who hold risk based products with the firm) who have c£30m assets under management between them. The firm have previously focused on investments so the portfolio is untapped in relation to protection and pension sales.

There is an excellent bonus structure in place with all the current team members above target. Wealth Management is a division that expects to see massive growth in the next 5 years for the firm resulting in much opportunity.

To be considered applicants will be existing financial advisers, either within bancassurance or the independent arena, and hold Diploma status. Candidates will be looking for a stable working environment with which to enter the post-RDR landscape and should view this position as an excellent opportunity to develop their career within the wealth management arena. There is a strong team ethos at the firm and a commitment to professional development.

The firm offers a truly meritocratic environment, extensive benefits and regular training.