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Job Location | Newcastle Upon Tyne |
Education | Not Mentioned |
Salary | 50,000 - 800,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Recruit Wealth are currently representing a hugely successful and expanding national Financial Planning business who now seek to appoint a Financial Planner to work alongside their existing Adviser team.This advisory opportunity is aligned to the Newcastle offices servicing existing clients in the local area. The client activity you will inherit will be discussed with us here on application (the client bank available is due to a recent acquisition) butyou will start with quality clients that are already being looked after on an on-going annual charge basis.Ideally you will have good many years advisory experience with the view that you are already working towards Chartered status or already qualified to this level.The business offers on going training, coaching alongside further business development support and in house compliance with paraplanning. The company are very well known for offering a leading independent proposition with an excellent holistic approach atthe forefront of everything they do.You will possess good all round knowledge of Investments, Pensions and associated products and be able to confidently deal with high net worth individuals. The business is open to a tied/restricted or independent background in terms of previous advisoryexperiences.This opportunity is employed only with a highly achievable bonus package. Due to the company having existing clients and on-going enquires no client bank will be required.We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.
Keyskills :
AcquisitionAdviserCharteredExisting ClientsFinancial Planning