Financial Adviser

Posted 15 August by Recruit UK
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The Client:

Recruit UK have been retained by a financial planning and advice practice with a national presence that have experienced year on year growth with a recent number of high profile acquisitions . This practice offer a holistic financial planning service to private and corporate clients, with a strong regional presence in Scotland, North England and London.

The Opportunity:

Due to a consistent stream of new business and lead generation as a result of a dedicated internal and external introducer function this practice has an abundance of HNW clients for an experienced Financial Advisers to inherit and grow.

This position will provide a Financial Adviser who is proactive in their approach to business development with the opportunity to significantly increase their AUM and earning potential. You will be given a HNW client bank from day one, and will be supported in growing this with marketing, business development and lead generation support.

Requested Experience:

  • Hold level 4 Diploma in Financial Planning
  • Have previous experience providing financial advice across Investments, Pensions & Protection
  • Broad knowledge of financial advice and products within a whole of market environment
  • Progression towards Chartered status (Advantageous)
  • Existing book of business (Advantageous)

Job Synonym:
Independent Financial Adviser, Financial Planner, Financial Consultant, IFA, Wealth Manager

Reference: 35877083

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