Financial Planner

6 months ago

Harpenden, United Kingdom Recruit Wealth Ltd Full time

**About us**

We are professional, agile and innovative.

Our work environment includes:

- Modern office setting
- Food provided
- Work-from-home days
- Growth opportunities

Recruit Wealth are currently representing a highly respected, directly authorised Financial Planning practice, who now seek to appoint an experienced Financial Planner to strengthen their Adviser team.

Our client is long established and deep rooted in Hertfordshire with client offices also in London. This newly created opportunity will see you focusing on existing and inherited clients throughout Hertfordshire, surrounding areas as well as London if necessary.

Ideally you will have a good many years advisory experience with the view that you are already working towards Chartered status or qualified to this level.

The company are very well known for offering a leading, whole of market proposition with an excellent holistic approach at the forefront of everything they do, client outcomes are everything. The business is purely consultative and pride themselves on this ethos, long term relationships are the expectation.

You will possess expert knowledge of Investments, Pensions and associated products and be able to confidently deal with high net worth private clients.

You will of course be given expert Administration and Paraplanning support from the existing technical team based out of the Hertfordshire HQ. Alongside this you’ll have dedicated, Operational, Compliance and Management support from a long serving senior team.

You will be able to work from home, whilst maintaining your own diary for seeing clients with dedicated support throughout the week.

This opportunity is **employed only** with a highly achievable bonus package, all to be discussed on interview.

Due to the company offering existing clients no client bank will be required, should you have a client following this can of course be discussed further.

**Please be assured, this is a stand out advisory role and marketed exclusively through Recruit Wealth, we are keen to speak to applicants as soon as possible.**

**Salary**: £65,000.00-£100,000.00 per year

**Benefits**:

- Casual dress
- Company pension
- Financial planning services
- Flexitime
- Free parking
- Life insurance
- On-site parking
- Sick pay
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Commission pay
- Yearly bonus

Work Location: Hybrid remote in Harpenden

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