Financial Planner - Essex - £60k to £90k + Bonus

  • Recruit UK
  • Chelmsford, UK
  • 07/01/2020
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

Job Title: Financial Planner

Industry: Wealth Management

Location: Chelmsford, Essex

Salary: £60,000 – £90,000 + Bonus

Reference Number: 13798


Are you maximising your potential as an Adviser?

  • Do you have the right infrastructure behind you to provide your clients with the service they deserve?
  • Does your current firm have a long-term incentive that rewards your commitment?
  • Would you like to align yourself to a successful regional office of a leading Wealth Management firm?


If any of those questions resonate with you, then read on…

Recruit UK are pleased to be working with one of the key players in the UK Wealth Management sector. They have enjoyed strong year on year growth, driven through both mergers and acquisitions, and an organic focus on hiring some of the UK’s leading Financial Planners into their 30 regional offices across the UK.

They now collectively manage over £25billion of private client money, offering market-leading Financial Planning, coupled with expert Investment Management. They have been described as pioneers in the dual professional advice model, which now dominates the industry.

They have an exciting opportunity to join their successful team in Chelmsford, to help further established and drive their regional presence throughout Essex/Suffolk. As a Financial Planner, you will be working closely with their Investment Managers and existing introducers to help you develop a portfolio of HNW clients.

This opportunity would suit a Financial Planner whose current proposition is not geared up for their top tier clients, or a Wealth Manager in a Private Bank who is feeling limited by the scope of the advice they can offer their clients.


What’s on offer?

  • Market-leading remuneration
  • A comprehensive benefit package
  • Full technical support from dedicated in house team
  • Opportunity to work with IM’s to develop client book
  • Access to new clients through existing introducers
  • Opportunity to align yourself to a trusted industry name
  • Long-term incentive plans that reward commitment
  • Clear cut progression up to Partner


What are they looking for?

  • An established adviser with a proven track record
  • Commitment to CPD (Chartered desirable)
  • An unwavering client-centric mentality
  • A seasoned business developer who can help drive regional growth
  • Strong leadership skills with the ability to coach junior members (no direct line management)

If you are considering the next step and would like to join a firm that will help accelerate your career, by offering exceptional service to your clients, then get in contact to find out more.


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 leading Wealth Management firm based in Chelmsford 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 job 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.