Financial Planner - Employed

Posted 1 May by Reward Recruitment
Easy Apply
£100,000 - £150,000 per annum
London , South East England
Permanent, full-time
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Posted by Reward Recruitment

Reward Recruitment are currently supporting an expanding Financial Services firm, looking to open a central London Office.

They are interested in hiring someone who is:

  1. Able to transfer circa £15-£20m AUM of client following in the first 12-24 months.
  2. CAS status.
  3. Excellent compliance record.
  4. Track record of delivering and converting clients.

In return they will provide:

  1. A central London office location.
  2. Marketing support to drive and generate clients into the office.
  3. Full time remote paraplanner to support. These will be based in their Head Office, but designated for said adviser.
  4. Competitive salary and bonus structure based on AUM brought in.
  5. Independent adviser firm with an in-house discretionary managed portfolio service.
  6. Proven client generation service.
  7. If you own the clients now and are looking to sell them, they will consider acquiring once transferred over.

This is an excellent opportunity.

For further information please contact Stuart at Reward Recruitment on 0 7 7 4 7 7 8 2 9 3 4 or send your CV direct.

Required skills

  • Financial Planning
  • Pensions
  • Wealth Management
  • IFA

Reference: 52565770

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