img
Permanent

Financial Planner

Thames Ditton
money-bag 55000.00-55000.00 Annual
3012143208
Posted 3 days ago

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 advisory role is located for their newly acquired south Thames Ditton and surrounding areas (one of 50+ national hubs and still growing) servicing existing (exiting owner/director) clients as well as building on new client activity. The existing client bank available to inherit is circa 120+ households and client retention will be key and the main focus. Further details will be discussed on application regarding inherited AUM and on-going advice fees, but this will be highly attractive to all prospective applicants. 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 a good many years Financial Planning/Wealth advisory experience (CAS, FCA registered, minimum Diploma qualified etc) with an exemplary track record, predominately on pension, investment and protection advice to private clients. Our client offers a market leading, independent 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

Other jobs of interest...

City Recruitment Associates Ltd
London3 days ago
money-bag60000.00-60000.00 Annual
Forvis Mazars
Sutton1 week ago
money-bag10000-500000 Annual
ZipRecruiter
Sutton Green2 weeks ago
money-bag£150,000-200,000 per annum
Mazars UK LLP - formerly CompetitionRx Ltd
London2 weeks ago
money-bag£200,000 per annum (£200.00 per month)
MAZARS UK
London2 weeks ago
money-bag£200,000 per annum (£200.00 per month)
Mazars UK LLP - formerly CompetitionRx Ltd
London3 weeks ago
money-bagNegotiable
ZipRecruiter
Sutton Green3 weeks ago
money-bagNegotiable
Premier Jobs UK Limited
Borehamwood3 weeks ago
money-bag£90,000

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!