Financial Planner

Recruit UK ,
Taunton, Somerset
Job Type: Full-time

Overview

Job Title: Financial Planner Industry: Financial Services Location: South West Salary: Self Employed Reference Number: 14433 Job Description: Recruit UK are working on an excellent opportunity for a Self-Employed Financial Planner in the South West to join a Financial Planning Firm. If you are looking for a firm that has a Centralised Investment Proposition, full paraplanning, administration, compliance and IT support, opportunity to take on an existing client bank with qualified leads being provided. This firm is looking to bring someone on in the South West region who will cover clients that fall between Bristol and Taunton. There is a retiring adviser who has an existing client bank to hand over which will provide a fantastic opportunity for you to increase your AUM and total earnings without the need for business development. They are looking for a qualified, passionate, and, motivated individual who is focused on client satisfaction. You must have an existing client bank to bring with you and be based in the South West region. What’s in it for you: - Opportunity to take on an existing client bank - Leads provided on a 50/50 split - Full back office support - Work from home About Recruit UK: 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 a Financial Planning firm based in the South West on a Self Employed Financial Planning Role. Our commitment to you 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. Never pester you.