Financial Planner

Location: City of London (Clients based in West & North London)

Salary: up to £55,000 + Competitive Bonus System

Job reference: 9996

Recruit UK are currently recruiting for an exceptional opportunity, for a financial adviser to join a leading wealth management firm, as a Financial Planner. This home-based role will take over a well-established book from a retiring adviser. The client bank is around £30m AUM with around 80 clients.

• Salary up to £55,000
• Bonus - 10% on 0-25K, 15% on 25K-50K, 20% on +50K
• Client bank to inherit and service
• Fully remote and home-based role
• Full back-office support

• Experienced adviser with at least 2+ years in a client-facing advice role.
• Level 4 qualified (Diploma in Financial Planning – CII or LIBF)
• Comfortable working remotely and independently
• Strong communication and relationship-building skills

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm on a home-based financial adviser role.

• Mid-Senior level

• Full-time

• Strategy/Planning, Business Development, and Consulting

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