Financial Planner

1 month ago


StokeonTrent, Stoke-on-Trent, United Kingdom Recruit Wealth Full time

Recruit Wealth is excited to represent a rapidly growing national Financial Planning firm in the UK, with private equity backing for future growth.

  • Located in Staffordshire, this senior advisory role is responsible for servicing high net worth clients and expanding the client base.
  • An existing client bank of 120+ clients/households is available due to a Senior Director/Adviser exiting through acquisition.

Important: This is a highly desirable opportunity exclusively available through Recruit Wealth.

Seeking candidates with extensive Financial Planning experience, FCA registered, specializing in pension, investment & protection advice for private clients.

Our client provides a top-notch service with transparent fee structures, recognized as a leading name in the industry.

This role offers competitive bonuses based on fee income and a high basic salary, potentially reaching six figures.

Full Paraplanning/Admin support and a blend of home and office working are provided.

Candidates from Staffordshire are preferred to cater to the local client base.

We are looking to connect with candidates promptly, please reach out to Recruit Wealth for further details.
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