Employed Financial Planner

Recruiter
Heat Recruitment
Location
Nottingham, UK
Salary
Competitive
Posted
18 Sep 2019
Closes
02 Oct 2019
Ref
1240515001
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our Client is a bespoke independent Financial Planners, who are looking to bring in new talent. Our client is now looking to bring in an experienced financial planner, to adopt, look after and service an existing client bank that has been built up over a number of years, with a value of over £50M AUM. Our clients main focus is on providing bespoke advice to High Net Worth clients and ensuring a consistent level of superb service, so the successful candidate will have to be of the highest calibre.

The Opportunity

The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help provide advice to the clients generated through the firms lead source. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an existing IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment.

The client has an existing book of business, in the region of £50Million, to service and work on whilst they also provide high quality leads and full back office (admin & Paraplanning). The successful candidate will also be implicit in decision making and involved in the running and shaping of the business, through monthly meetings and seminars.

What's needed for me to be considered?
  • Hold previous experience within an IFA / Financial Planning Practice
  • Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
  • Previous experience dealing with High Net Worth Clients desirable but not essential
  • A strong understanding of Pensions and Investment products advantageous

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

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