Chartered Financial Planner, Salary £80,000-£110,000

  • Recruit UK
  • London, UK
  • 10/10/2018
Full time Financial Planner

Job Description

Recruit UK are representing one of the UK’s leading Wealth Management firm. They offer fully integrated, bespoke Financial Planning and Investment Management services to HNW/UHNW private clients.

Their financial planning team is underpinned by an established Investment team with over 280 IM’s across the UK. This naturally creates a large number of client opportunities for the Financial Planners. Therefore their so no requirement for new advisers to bring any clients.

The success of the dual professional model has been recognised throughout the industry, as it allows companies to offer a full range of services to their clients, ensuring all their needs are met.


What’s on offer:

  • Salary between £80,000-£110,000
  • Defined bonus based on validation (threshold reduced for first 4 years)
  • Comprehensive Benefits (DIS, PMI, 10% Pension)
  • All clients provided through select Investment Managers
  • Full back office support – 3 support staff for 2 advisers (1 paraplanner/1 admin/1 client exec)
  • Leading Investment Proposition
  • Progression up to Director Level


Ideal Candidate:

  • 5 years + Financial Planning Experience (advising HNW private clients)
  • Proven track of record performance throughout career
  • Chartered through CII (committed to continued professional development)
  • Excellent relationship builder


If you feel this opportunity could be for you and would value a confidential conversation to find out more, please contact Thomas Barton on  with reference number 19232