Financial Planner

CKB Recruitment are currently representing a highly successful Wealth Planning practice who now seek to appoint an experienced Financial Planner to work alongside their existing team.

This role sits out of their Stockton-on-Tees offices servicing existing High Net Worth clients as well as building on new client activity, in-house lead generation and constant referrals. The client book will be discussed with us here on application but the FUM, recurring income and amount of quality long term clients available will be highly desirable.

You will have a good many years advisory experience with the view that you are already working towards Chartered status or already qualified to this level.

Existing clients are within the Northeast, travel should be expected but video meetings have been successfully implemented so clients have adapted to speaking to them the remotely.

The company are very well known for offering a leading proposition with an excellent holistic approach. You will possess expert knowledge of Investments, Pensions and associated products and be able to confidently deal with high-net-worth individuals with the view to securing their future financial security.

As part of the businesses set up you will of course be given full administration and paraplanning support.

Due to the company having existing clients and on-going enquires no client bank will be required although this would be a big advantage.

To be considered proven experience in financial planning and wealth management is needed with a minimum 2 years of relevant experience in a financial advisory role.

You will need to hold the Diploma in Financial Planning (Level 4) as a minimum; Chartered or Certified Financial Planner qualifications highly desirable, with expectation to work towards Chartered Status.

Salary on offer is £35-50k, depending on experience.

Benefits:

• 25 days paid annual leave + Bank Holidays
• Death in Service (3 x Salary)
• Regular Company parties (previous ones include boat parties, masquerade balls)
• Free eye test and contribution towards glasses
• Employee Assistance Programme, with access to an Online GP for you and your family to use
• Pension Scheme
• Cycle to Work Scheme