£70,000 yearly
Recruit UK
Cambridge, UK
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Job Title: Chartered Financial Planner
Industry: Financial Advice
Location: Cambridgeshire
Salary: £70,000
Reference Number: 15108
Job Description:
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...