Financial Advisor

Overview

Vacancy Detail for Financial Advisor. Recruit Wealth are representing a successful (Private Equity backed) and expanding national Financial Planning business seeking a Senior Financial Planner to take over a client bank through a recent acquisition. This advisory opportunity is aligned to the Market Harborough offices servicing existing clients in the surrounding areas. You will begin with quality fee paying clients that are already being looked after on an annual basis.

Responsibilities

• Take over a client bank through a recent acquisition and service existing clients on an ongoing basis.
• Provide financial planning advice across Investments, Pensions and associated products to high net worth individuals.
• Work with clients in Market Harborough and the surrounding area and engage with new and existing enquiries as appropriate.

Qualifications

• Ideally many years of advisory experience with the view that you are already working towards Chartered status or already qualified to Chartered level.
• Good all‑round knowledge of Investments, Pensions and related products.
• Ability to confidently deal with high net worth individuals.
• The business is open to tied/restricted or independent advisory backgrounds.

What We Offer

• Ongoing training and coaching, alongside further business development support and in-house compliance with paraplanning.
• Leading independent proposition with a holistic approach at the forefront of the company’s activities.
• Employed role with a highly achievable bonus package.

Location & Compensation

Location: Market Harborough, Leicestershire

Salary: £70,000 – £120,000 per year

Application

We are keen to speak to candidates as soon as possible; please apply to Recruit Wealth for an immediate response.

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