Recruit Wealth are delighted to be representing one of the UK’s fastest-growing national Financial Planning names, currently undergoing an exciting period of private equity–backed expansion and strategic acquisition. This highly regarded business offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK. Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join their Maidstone regional office, one of over 70+ offices nationwide. The Opportunity This is a highly attractive advisory opportunity where you will inherit an established client base (through succession planning), while also benefiting from internal referral streams and the opportunity to build further relationships and new business. Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this will be highly attractive to a quality planner, seeking their next long-term move. You will deliver holistic financial planning advice across: Pensions and retirement planning Investments and wealth management Protection and financial security planning A...
Financial Planner in Kent employer: Recruit Wealth Careers
Join one of the UK's fastest-growing financial planning firms in Rochdale, where you will benefit from a supportive and collaborative work culture that prioritises client outcomes. With a strong emphasis on employee growth, you will inherit an established client base while enjoying comprehensive in-house support and a competitive benefits package, making this an ideal opportunity for experienced Financial Planners seeking a rewarding career path. The company's commitment to transparency and excellence ensures a fulfilling environment for those looking to make a meaningful impact in the financial sector.
