My client is a leading IFA firm in Cheshire’s. Based in Macclesfield they offer High Net Worth private clients quality holistic financial advice. They understand that peace of mind is vital when planning a client’s future. That’s why they offer a tailored service – solely designed towards client’s financial needs. They pride themselves on being approachable, friendly, knowledgeable and truly independent. They are experienced, investment specialists and have been providing ethical, professional and impartial advice for many years.
They are actively seeking an experienced Financial Planner to join them to work with their High Net Worth clients. They will provide you with an excellent existing HNW client bank c£165k ongoing and will generate leads for you from established highly respected professional relationships they have in the area. This is a home/office based role. You will work closely with the clients provided. Any clients/income you bring with you will be warmly welcomed and rewarded.
This position would suit a Level 4 diploma qualified adviser who is aiming towards becoming Level 6 chartered status.
The successful applicant will have a natural drive to manage and develop high net worth clients and will understand and believe in maintaining strong client relationships.
This firm is directly authorised and is a growing business including paraplanners and admin support.
They will offer a high basic salary £50k - £70k+ dependent on experience, OTE £100k+ along with a full benefits package, Pension, DIS, etc. The firm offers an extremely attractive bonus structure.
For more information on this role please contact Andrew Nicholson quoting Job ref 13039 on Tel 01179-170-415.
05/11/2018
Full time
My client is a leading IFA firm in Cheshire’s. Based in Macclesfield they offer High Net Worth private clients quality holistic financial advice. They understand that peace of mind is vital when planning a client’s future. That’s why they offer a tailored service – solely designed towards client’s financial needs. They pride themselves on being approachable, friendly, knowledgeable and truly independent. They are experienced, investment specialists and have been providing ethical, professional and impartial advice for many years.
They are actively seeking an experienced Financial Planner to join them to work with their High Net Worth clients. They will provide you with an excellent existing HNW client bank c£165k ongoing and will generate leads for you from established highly respected professional relationships they have in the area. This is a home/office based role. You will work closely with the clients provided. Any clients/income you bring with you will be warmly welcomed and rewarded.
This position would suit a Level 4 diploma qualified adviser who is aiming towards becoming Level 6 chartered status.
The successful applicant will have a natural drive to manage and develop high net worth clients and will understand and believe in maintaining strong client relationships.
This firm is directly authorised and is a growing business including paraplanners and admin support.
They will offer a high basic salary £50k - £70k+ dependent on experience, OTE £100k+ along with a full benefits package, Pension, DIS, etc. The firm offers an extremely attractive bonus structure.
For more information on this role please contact Andrew Nicholson quoting Job ref 13039 on Tel 01179-170-415.
Recruit UK are representing an Independent Financial Planning firm who have formed over 20 years ago and have formed very strong, lifetime relationships with their partners, colleagues, and clients.
They don’t have external stakeholders to manage, which enables them to focus on what matters most to them which is protecting and nurturing their client’s wealth.
Their aim is to keep growing their business through organic client growth while also attracting new like-minded Financial Planners with loyal client bases.
They are looking for advisers who want to expand their current business, whilst having the support and infrastructure of a business who inspires growth and shares a vision where everyone benefits from this. A lot of their business comes from their strong network of professional connections and work closely with layers & accountants.
This is a very highly client-centric proposition with the average investable assets of the client being around £1million and would be willing to pay up to and over £100,000 for the right individuals.
If you would like to find out how this proposition could benefit you and your clients, get in contact with Daniel Nottage on 0117 9170 419 quote ref 22607
05/11/2018
Full time
Recruit UK are representing an Independent Financial Planning firm who have formed over 20 years ago and have formed very strong, lifetime relationships with their partners, colleagues, and clients.
They don’t have external stakeholders to manage, which enables them to focus on what matters most to them which is protecting and nurturing their client’s wealth.
Their aim is to keep growing their business through organic client growth while also attracting new like-minded Financial Planners with loyal client bases.
They are looking for advisers who want to expand their current business, whilst having the support and infrastructure of a business who inspires growth and shares a vision where everyone benefits from this. A lot of their business comes from their strong network of professional connections and work closely with layers & accountants.
This is a very highly client-centric proposition with the average investable assets of the client being around £1million and would be willing to pay up to and over £100,000 for the right individuals.
If you would like to find out how this proposition could benefit you and your clients, get in contact with Daniel Nottage on 0117 9170 419 quote ref 22607
Our client is a national Chartered IFA company and has an exciting opportunity for an employed Financial Planner. They are a successful and innovative financial planning firm who offer bespoke whole of market financial and investment advice to private and corporate clients. The company are now consolidating and expanding their clientele and need to grow their Advisory team.
In addition, they are one of the very few genuinely Independent and Chartered financial planning firms in the UK who have a growing presence within the financial planning field.
This is an exciting opportunity for an experienced Financial Planner to work with our client based in their Cardiff office. The ideal individual will be Level 4 Diploma qualified (working towards Chartered), have a proven track record providing high levels of service and advice, will be able to work compliantly and efficiently and maximise new business opportunities.
Additional Benefits:
Full paraplanning and administration support from a highly qualified team
Will be fully focused on meeting clients and providing an excellent service to clients
Available support to attain further exams
Excellent additional benefits
The company emphasises an excellent working culture and wellbeing
This is an excellent opportunity to join a growing, national and professional organisation with the opportunity to progress within the company. A very competitive salary of between £40,000 to £80,000 (dependent on experience and background) with bonus and benefits is on offer for the right person.
For more information on this role, please contact Ryan at ryan.bartlett@recruitukltd.co.uk
05/11/2018
Full time
Our client is a national Chartered IFA company and has an exciting opportunity for an employed Financial Planner. They are a successful and innovative financial planning firm who offer bespoke whole of market financial and investment advice to private and corporate clients. The company are now consolidating and expanding their clientele and need to grow their Advisory team.
In addition, they are one of the very few genuinely Independent and Chartered financial planning firms in the UK who have a growing presence within the financial planning field.
This is an exciting opportunity for an experienced Financial Planner to work with our client based in their Cardiff office. The ideal individual will be Level 4 Diploma qualified (working towards Chartered), have a proven track record providing high levels of service and advice, will be able to work compliantly and efficiently and maximise new business opportunities.
Additional Benefits:
Full paraplanning and administration support from a highly qualified team
Will be fully focused on meeting clients and providing an excellent service to clients
Available support to attain further exams
Excellent additional benefits
The company emphasises an excellent working culture and wellbeing
This is an excellent opportunity to join a growing, national and professional organisation with the opportunity to progress within the company. A very competitive salary of between £40,000 to £80,000 (dependent on experience and background) with bonus and benefits is on offer for the right person.
For more information on this role, please contact Ryan at ryan.bartlett@recruitukltd.co.uk
