Financial Planning Professional

1 month ago

Birmingham, Birmingham, United Kingdom Recruit Wealth Ltd Full time
Unlock Your Potential as a Financial Planning Expert

Recruit Wealth Ltd is proud to represent one of the UK's fastest-growing and largest national Financial Planning businesses, backed by private equity for further growth and acquisition.

Our client offers a truly holistic, independent service across financial planning, wealth management, and investment management. This newly created advisory role is located in one of their 45+ national hubs, providing a unique opportunity to join a market-leading proposition with a fair and transparent charging/fee structure.

The ideal candidate will have a strong background in Financial Planning, with a proven track record of providing pension and investment advice to private clients. Our client is award-winning and recognized as one of the largest and most prominent names in the Financial Planning industry.

This is a highly sought-after opportunity that has recently become available to the advisory market, exclusively through Recruit Wealth Ltd. The position offers excellent bonuses, with high 5-figure/6-figure potential, and a guaranteed/retained bonus due to client bank performance.

Full Paraplanning/Admin support will be provided by an existing and retained team/offices, allowing for a seamless transition. Home and office working is fully supported, with occasional travel to see clients.

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