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Senior Recruitment Consultant – Wealth Management at enable recruitment | B Corp
We are excited to partner with an award-winning independent financial advisory firm that is actively seeking to grow its advice team! Our client has established an excellent reputation in the industry and takes pride in delivering tailored advice and wealth planning expertise to clients throughout the UK.
If you are an experienced Financial Planner looking for your next step in your career, we would love to hear from you!
What you'll be doing:
* Providing advice to a book of existing HNW/UHNW clients based across the area via phone call, online meetings, and in-person meetings
* Working closely with the clients, providing advice across a wide range of cases such as Pensions, Investments, Retirement Planning, etc.
* Liaising with the Paraplanning & Administration teams to ensure positive client outcomes
* Adhering to FCA requirements and Compliance Policies
What you need to apply:
* Chartered status as a minimum
* 10+ Years of Financial Advice experience with knowledge in Retirement Planning, Investments, Pensions
* The ability to form positive relationships with clients
What's in it for you?
* A basic salary of up to £100,000 dependent on experience and qualifications
* Flexible working structure with options for remote work and flexitime
* Social opportunities throughout the year
* Exam funding and support
* Progression opportunities into different areas of the business, depending on your career goals
* Generous annual leave allowance
What next?
Hit apply or contact Dan directly!
daniel@enable-recruitment.co (Just .co!)
Seniority level
* Not Applicable
Employment type
* Full-time
Job function
* Consulting
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