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Job Title: Chartered Financial Planner
Industry: Financial Advice
Reference Number: 15108
Recruit UK is working on an opportunity for a Financial Planner in Cambridgeshire to join a Chartered Financial Planning firm to manage an existing portfolio of HNW clients.
Due to a departing adviser, there is a c£70million AUM portfolio of HNW private clients to take over. Although this sounds like a large workload, you will receive admin and technical support on all aspects of the process, freeing up your time to focus purely on client reviews.
Whilst there is no expectation to do new business, you will have the opportunity to earn a decent bonus for anything you can bring in on top of a bonus for retention of the book.
As a Chartered accredited firm, they put a big emphasis on professional development and fully support their team to undertake additional qualifications.
What’s in it for you:
Skills and experience required:
Get in touch or apply online to find out more about this opportunity!
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 Chartered Financial Planning firm based in Cambridgeshire on a Financial Planner role.
Our commitment to you: