Senior Financial Planner
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
This senior type advisory role (newly created) is located for the Norwich area (one of their 28+ national hubs and still growing) servicing existing high net worth clients as well building on new client activity and lead generation.
Due to a very recent company acquisition, there is an existing client bank available, circa 100-120 clients/households. Further details will be discussed on application with us here at Recruit Wealth regarding AUM and recurring income.
Please note: This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth.
Ideally you will have many years Financial Planning experience with an exemplary track record on pension & investment advice to date.
Our client offers a market leading proposition with a fair and transparent charging/fee structure and a holistic approach at the forefront of everything they do. They are award winning and recognised as one of the largest, prominent names in the Financial Planning industry.
This opportunity is employed only with excellent bonuses. Our client has traditionally paid a high basic salary, this really is an attractive advisory role which easily carries 6 figure potential.
Full Paraplanning and Admin support will be offered by a highly experienced and skilled back office team.
Candidates/Applicants will be from the Norfolk area to service the wider client bank and surrounding Norwich areas. Home and office working is fully supported.
We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Location: Norwich, Norfolk - Home/Office Working | Salary: £75000 - £120000 per | Job type: | Posted: 12/04/2023
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