My client, one of the largest financial services and insurance groups in the world, is looking to enhance its Wealth Management Team, as part of its continued strategic growth plans, with the appointment of a Chartered Financial Planner in Humberside / Yorkshire / North Lincolnshire region.
The business has established a fine reputation in the financial services and insurance market, boasting an enviable global client base. The business continues to expand and is known for its quality, client-centric approach to a host of wealth management, insurance and risk management services. This is a business that is renowned for its continued profitability, employee satisfaction, and entrepreneurial Management Team.
You will provide a comprehensive financial planning service, taking advantage of the offices’ collaborative approach, where you will be working closely with other service areas within the business. These services include employee benefits and general insurance, enabling the opportunity to cross-sell these services, whilst benefitting from the referral of HNW private clients including, but not limited to; business owners, entrepreneurs and senior executives. Contributing to the profitable development of the branch, you will be capable of securing new business, but will have a particular focus on gaining repeat business and developing FUM.
You must be driven and committed to providing quality and compliant financial advice. There is no requirement to transfer a book of business; however our client is looking for an individual with the ability to build relationships with internal stakeholders, in order to generate referrals, boosting the Wealth Management presence within the group. You will also benefit from full administration and paraplanning support, allowing you to spend your time in front of clients and generating revenue.
My client is offering a highly attractive basic salary and a rewarding bonus structure, as well as an employer pension contribution and life assurance, with an additional flexible benefits scheme. The company also offers excellent training and development opportunities and invests heavily in its staff.
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Financial Services and General Insurance Recruitment