Employed Financial Advisor

1 week ago


Northampton, United Kingdom Heat Recruitment Full time

Our Client is a Chartered Wealth Management firm, who are looking to bring in new talent. Our client is now looking to expand by adding a new member to the Financial Planning team. Our clients main focus is on providing bespoke advice to Ultra High Net Worthclients, however they have a range of clients they work with.

**The Opportunity**

The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help provide advice to the clients generated through the firms lead source. This is the opportunity for a chartered/near chartered advisor to workclosely with Head financial advisor in the company, and eventually take over their prestigious book of clients.

**What’s needed for me to be considered?**
- Hold previous experience within an IFA / Financial Planning Practice
- Previous experience dealing with High Net Worth Clients desirable but not essential
- A strong understanding of Pensions and Investment products advantageous

**Benefits**
- A highly generous salary with an even higher OTE.
- The chance to work closely with the Head financial advisor in a chartered wealth management firm.
- You will be handed over clients from the wealthiest client book in the company.

**What next?**

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
LI-JM1



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