Financial Planner - HNW
We are seeking to recruit a senior consultant who has substantial experience with high net worth clients. The consultant will be used to working in a fee-charging practice and would have consistently achieved high levels of new business fees.
Due to a retiring financial planner in London, my client needs someone to give them a helping hand looking after a large client bank and benefit from their current prosperous situation.
- Been trading for over 30 years
- True independent advice dealing with HNW clients
- Local led business development
- Bespoke & Central investment management services
- Current financial planners writing £300k plus comfortably
What is on offer?
- Salary £50/80k based on experience
- Uncapped bonus
- Full back office support
- Rewarding benefits package
- Strong investment proposition
- Bespoke investment management
- Desk to work from
- Travel costs covered
You should be reasonably experienced in all areas of financial planning covering investments, pensions, protection planning and corporate financial planning. You should have a reasonable understanding of portfolio construction and asset allocation, although this responsibility will lie with the Committee.
Please contact Frankie Pailing at RecruitUK on 01179-170-413 for further details.