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Permanent

Financial Planner

Gloucester
money-bag 60000.00-60000.00 Annual
3085434325
Posted 5 days ago

Recruit Wealth are delighted to be representing one of the UK''s fastest-growing national Financial Planning firms, currently undergoing an exciting period of private equity-backed expansion and strategic acquisition.This highly regarded organisation offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK.Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join the firm''s Gloucester regional office, one of over 70 offices nationwide.The OpportunityThis is a highly attractive advisory opportunity where you will inherit an established client base, while also benefiting from strong internal referral streams and the opportunity to build further relationships.Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this opportunity has been designed to be attractive to a high-quality planner, seeking their next long-term move.You will deliver holistic financial planning advice across:Pensions and retirement planningInvestments and wealth managementProtection and financial security planningAll within a market-leading, whole of market, independent advice framework that places long-term client outcomes at the centre of everything they do.What Makes This Firm ..... full job details .....

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