Financial Planner for High Net Worth Clients
1 week ago
Everpool Recruitment
We are seeking an experienced Financial Planner to join our client's successful and growing business. Based in the Midlands, this CII Chartered Firm has been helping clients achieve their life goals since 2001.
With assets under management of just under £700m, they are expanding rapidly and looking for a professional to take on existing relationships and build new ones.
You will receive full administrative and paraplanning support, allowing you to focus on building strong client relationships and driving business growth.
This is a long-term opportunity to join a great company and work towards uncapped earnings potential. As a Financial Planner, you can expect:
- A competitive salary up to £85,000 per annum
- An OTE in excess of £100,000 through a bonus scheme with uncapped earnings potential
- 28 days holiday plus Bank Holidays
- A Private Medical Scheme
- Fully matched pension of 5%
- Death in Service (4 times basic salary)
- Paraplanning and Administration support
- Other benefits available
To succeed in this role, you will need:
- A minimum of five years experience advising high net worth clients
- A proven record of success as a tied, restricted, or independent financial planner
The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike. If you're looking for a challenging and rewarding career opportunity, please get in touch to learn more about this exciting role.
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