Financial Planner - £100k-£150k - Bucks

£100,000 - £150,000 yearly
  • Recruit UK
  • Buckinghamshire, UK
  • 06/04/2021
Full time Financial Adviser / IFA Financial Planner Wealth Manager

Job Description

• Please mention Financial Planning Today when applying for this role

Job Title: Financial Planner

Industry: Financial Services

Location: Buckinghamshire

Salary: £150,000

Job Description:
Recruit UK are working on an excellent opportunity for a financial planner with a loyal client following to join a privately owned Chartered Financial Planning firm who were set up 20 years ago and have since grown to 6 advisers who manage more than £0.5bn AUM and provide independent advice to individual and corporate clients who are now looking to hire a new financial planner.

Their focus is very much around a limited number of clients with a higher value, with the average investable assets of the clients being at the £1m mark.


What’s on offer:

  • A competitive salary of up to £150,000 for the right individual
  • Full back-office support from the highly technical team
  • Proposition geared up to HNW & UHNW clients
  • Corporate client relationships with lawyers & accountants which produce inquiries
  • Comprehensive benefits package (PMI, DIS, Pension, STL)
  • Equity


Skills and experience required:

  • Minimum 5 years’ experience in the advice-giving role
  • Loyal client following & established network
  • Chartered is desirable but not essential


Recruiters contact info:

Name: Daniel Nottage


Tel: 02039677555

WhatsApp/Mobile: 07399163967

Job Reference: 15192


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 medium-sized firm based in Buckinghamshire


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.