Job Title: Chartered Financial Planner
Industry: Financial Advice
Location: City of London
Reference Number: 13687
Recruit UK are pleased to be working with an award-winning IFA in the heart of the city who runs a highly client-centric, bespoke advice model and has received industry acclaim, having won ‘Chartered Financial Planning Firm of the year’.
They are still a relatively small practice who have been growing organically since they established 14 years ago, and currently have 4 Financial Planners with a dedicated technical support team. Between them, they look after 200 Families with combined AUM of £350million.
Their model is pure fee-based advice, with a selection of services available to meet clients’ specific requirements. They go for limited clients, high-value approach, which has proven very popular with both their advisers and clients
They will pay a salary based on an adviser’s potential, preferring to maximise salaries over bonuses to ensure good practice (client focus). Overall earning generally work out about 1/3 of production.
Potential for an adviser to join the board within a few years and help with the strategic growth of the company. Having developed a solid foundation, they are looking to ramp up their hiring, bringing on like mind advisers who share their values.
What’s in it for you:
Their ideal adviser:
If the above sounds of interest, please get in contact with Tom to discuss in detail.
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 an award-winning IFA based in London on a Chartered Financial Planner role.
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