Financial Planner - clients/AUM in place
An established financial planning practice with a strong reputation across the North of England, our client is seeking to recruit an adviser into its Yorkshire office. This is to take over the running of one of the director’s existing client portfolio, meaning that they are in the market for a highly experienced, high calibre planner.
Supported by a highly qualified paraplanning and administration team, the incumbent’s initial focus will be to manage the change in relationship with a longer term emphasis on looking to develop the client base further through referrals and professional connections.
This represents a fantastic opportunity for an experienced adviser who is looking to join a firm offering genuine new business prospects and career development potential. The firm is also highly supportive of individuals who are keen to progress with advanced qualifications and will reward those who are looking to achieve Chartered status.
Successful candidates must have current or recent FSA regulated status and a consistent track record of achievement to target. It is likely that applicants will have independent planning experience and ideally be moving towards Chartered status if they are not already at this level. This is a holistic financial planning role and candidates must therefore have excellent technical knowledge across all areas.
The role is fully employed and offers a bonus structure that recognises both personal achievement and company-wide success.