Financial Planner - Carlisle

Posted 22 January by Recruit UK

Recruit UK is working with the largest wealth management business in the UK with funds under management in excess of £100bn. They are a leading provider of private client financial advice. This company provides advice-driven investment solutions through its core businesses to people in the UK, France, Italy and a number of international markets via its international cross-border business.

They promote a passion for customers across the organisation, to be innovative change makers and strive to not only provide the service expected by their customers but also to offer value, to get work right first time, and to continuously seek improvement. This company is one of the largest financial services companies in the world. FTSE100 company overseeing £3billion+ in customer investments for 16 million customers worldwide. They offer excellent career development opportunities and give each individual the scope to grow and be part of their success.

They are currently looking to recruit a Financial Planner to join their Private Client Adviser business in Carlisle. The main purpose of this role is to help their clients to protect, grow and enjoy their wealth. They are looking for a Level 4 Diploma min qualified Financial Planner with experience in Pensions/Investments and a CF30 Advisory role.

You will have a proven track record of generating new business & ongoing adviser fees from existing clients They will provide you with a full Client Book, with full Para-planning service and admin back up.

They will offer you a great remuneration package which includes not only a competitive salary, but great OTE, an annual bonus and an employer pension contribution.

To discuss this role in more detail, please contact Andrew Nicholson at Recruit UK on tel 01179-170415. Quoting Ref: 12205

Application questions

Are you a Level 4 Diploma min qualified Financial Planner?
Do you have experience in Pensions/Investments?

Reference: 34288001

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