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Senior Financial Advisor

2 months ago


Birmingham, Birmingham, United Kingdom Recruit Wealth Ltd Full time

**About the Role**

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

Our client provides a truly holistic, independent service across financial planning, wealth management, and investment management.

This newly created advisory role is located in one of their national hubs, with a minimum of 150+ clients/households to service.

The ideal candidate will have a good many years of Financial Planning experience (SPS, CAS, FCA approved etc) with an exemplary track record, predominantly on pension & investment advice to private clients.

They are award-winning and recognized as one of the largest, prominent names in the Financial Planning industry.

The position is employed only with excellent bonuses, which easily carries high 5-figure/6-figure potential with a guaranteed/retained bonus due to the client bank performance.

Home and office working is fully supported, and you'll be expected to travel to see clients.