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Financial Planner - Financial Services - Stevenage

Job Type:
Financial Services
Financial Planner
London & South
Salary range:
£50, 000 - £59, 999, £60, 000 - £69, 999
Salary Description:
To £60K plus bonus and benefits
Start Date:
Job Ref:

Due to continued organic growth, my client, a leading corporate advisory business, is looking to complement its existing Adviser Team with the appointment of a highly motivated Financial Planner.

Operating from a South East base, my client has expanded throughout the region due to client demand and organic growth. Its South East office acts as a central hub for all non-sales activity, Advisers have the option of either working from home, or from its offices. This firm has an enviable reputation in the city and the wider South East, boasting many HNW and UHNW city-based professional clients, as well as various professional connections. Being effectively a ‘one stop shop’ for various corporate services, this business readily attracts highly lucrative corporate clients and subsequently very wealthy individuals.

The main purpose of the role is to service a large existing client bank that you will inherit immediately, that will comprise HNW & UHNW clients, paying substantial recurring income. You will manage these client relationships and conduct regular review meetings. You will benefit from comprehensive paraplanning and administrative support, including research and report writing – this is a genuine case of being able to focus entirely and exclusively on seeing and dealing with clients. You will provide expert, whole of market advice to these clients, ensuring repeat business and continued introductions.

Any transferable clients would obviously be welcomed, but are absolutely not essential, indeed applications are welcomed from individuals with no transferrable clients or that are subject to restrictive covenants. It is however essential that you are a motivated self-starter that is prepared to put in the effort required to reap the undoubted rewards on offer.

In return, you will receive a highly attractive package to include competitive salary, rewarding bonus and benefits. You will also benefit from all the business opportunities, IT systems, software, compliance and administration support necessary in order to be an extremely successful Independent Financial Adviser.

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Financial Services and General Insurance Recruitment

Contact Details:
Tel: 0345 193 2419
Contact: Ben Christmas

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