Financial Planner- Shrewsbury - £45k-£55k

£45,000 - £55,000 yearly
  • Recruit UK
  • Shrewsbury, UK
  • 05/07/2019
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

Job Title: Financial Planner

Industry: Financial Services

Location: Shrewsbury

Salary: £45,000 - £55,000 plus bonus

Reference Number: 13659


Job Description:

Recruit UK are working on an excellent opportunity for a Financial Planner in Shrewsbury to join a Financial Planning firm. This is a chance to join an established yet still boutique Wealth Management business who are looking for an experienced adviser to service and grow an existing sizeable and lucrative client bank.

There is a genuinely client-centric feel to the business and with the existing client bank having been established over many years it is critical that excellence in client care is at the heart of your approach. The incumbent adviser will personally introduce you to their clients ensuring a smooth and secure transfer of business.

The business prides itself on the slickness of its systems along with the quality of its back office and compliance teams. All Administration and Paraplanning will be taken care of for you, allowing you to focus on maintaining and growing your presence in the Shrewsbury area.

This will effectively be a satellite office as the head office of the business is based outside of the West Midlands area. You will have full access to the remote Paraplanning services however should you prefer to have a Paraplanner based in the Shrewsbury office, that you will also have full access to then they are also happy to facilitate this arrangement. 


What’s in it for you:

  • Full Paraplanning / Administration support
  • Bespoke, slick back office systems.
  • First-year earnings potentially in excess of £100,000


Skills and experience required:

  • Diploma in Financial Planning
  • Excellence in client care
  • An entrepreneurial mindset


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Shrewsbury on a Financial Planner role.


Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

• Please mention Financial Planning Jobs when applying for this role •