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 advisory role (newly created) is located out of their Leeds offices and wider West Yorkshire areas (one of 42+ national hubs and still acquiring) servicing existing clients as well as building on new client activity.

Due to a recent acquisition, there is an existing client bank available, at least 150+ clients/households to be inherited. Further details will be discussed on application regarding AUM and recurring/on-going income being generated, but this will be highly attractive.

Ideally you will have a good many years Financial Planning experience (CAS, FCA registered etc) with an exemplary, competent track record, predominately on pension & investment advice to private clients.

Our client offers a market leading proposition, excellent charging structure, whole of market advice/directly authorised with a holistic approach at the forefront of everything they do.

They are award winning, regularly in the Financial press and recognised as one of the largest, prominent names in the Financial Planning/Wealth Management 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 based on the client bank being offered.

Paraplanning and dedicated client support will be offered (as is always the case with our client) from the existing offices with added centralised support if ever required.

An excellent package and wider company benefits are all available. As is support for on going development, training, qualifications etc and you’ll have a dedicated area manager and wider national directors to support.

Applicants will ideally be from the West Yorkshire areas to service the wider client bank.

Home/office working is fully supported and you’ll be free to ruin your own diary during the week.

We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.