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Financial Planner, c.£30 AUM to inherit

Key Job Features

Job Type: Permanent
Reference: 734
Location: Oxfordshire, Home and Office working
Other: + Bonus (£100,000+ 1st year earnings) + Benefits

Details

Our client is one of the UK’s leading, multi-office, financial planning firms. They offer an integrated wealth management offering and manages in excess of £8bn in client assets. It has an ambitious vision to become the UK’s most trusted provider of financial planning, investment management and corporate / EB solutions, bolstered by innovation, technology and investment in people.

This is an exciting opportunity for a Financial Planner to join a fast-growing advice firm and develop an existing client bank of c.£30m AUM from a retiring adviser. You will benefit from extensive administrative and paraplanning support, enabling you to optimise the time spent serving the clients’ needs.

The role involves working collaboratively as part of a wider team whilst also acting on your own initiative, setting and achieving personal goals and managing deadlines. A multi-faceted role, you will work with existing clients whilst also utilising your ability to self-generate leads and develop new business opportunities.

This is a key hire for the business, requiring a well-rounded individual. Ideal candidates will be a dynamic, ambitious and energetic Financial Planner with an appetite to grow with a company.

If you are interested in exploring this further, please email your CV to cv@paulharpersearch.co.uk  quoting reference 734 or call Tim Terrell on 01761 252538 or Emily Morris 01761 252529 for an initial discussion.

£75,000 Basic + Bonus (£100,000+ 1st year earnings) + Benefits

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