Financial Planner - HNW

Recruit UK
13 Apr 2017
13 May 2017
Contract Type
Full Time

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.

About them

  • 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.