Chartered Financial Planner

HNW Financial Planner - Glasgow - Salary c£70k - £110k dependent on experience

Recruit UK are actively representing one of the UK’s leading financial services companies who have developed a strong reputation within the financial planning industry. They are one of the UK’s leading providers of investment management services for individuals, charities and professional advisers.

They have a robust growth plan in place and are known professionally across the UK within the HNW worth arena. With their current increase in business they are driving recruitment forward and seeking established Financial Planners who are looking to align themselves to a successful firm with a market leading client proposition.

What our client is looking for?

Established financial planners who are Level 6 Chartered qualified have excellent experience 5 years+ dealing with HNW clients dealing with complex cases minimum £300k+ fum. Financial Planner candidates from other large UK Investment Management firms are attractive to my client. The successful Individual will demonstrate a strong track record of providing advice to HNW clients and dealing with professional connections such as accountants and solicitors. You will be conversant in all investment and pension products and will be fully committed to ongoing professional development.

You will receive full support from a team of dedicated Paraplanners and Administrators and will have access to offices in Glasgow. You will be joining a team who have developed an excellent culture. Our client will tailor a package to suit the requirements of each candidate on a case by case basis, with an average basic c£75k - £90k plus excellent bonus earning opportunities, plus excellent benefits that include a generous pension.

If you are interested in making a move to a firm with an extensive High Net Worth client proposition which will allow you to better service and advise clients this is a perfect opportunity for you.

Further information:

• 280 IM’s across the UK, following their acquisition in Scotland which added 30 IM’s
• Currently have 13 FP’s across the UK across the UK (hired 3 this year)
• Fully supported offices - 2 advisers share 1 paraplanner/1 admin/1 client executive
• All clients are provided - no requirement to bring any business
• They will work with select IM’s who provide clients
• Work with top end clients (HNW/UHHW clients)

Package:

• Salary will range anywhere from £70,000-£110,000 plus bonuses

Ideal candidates:

Top tier financial advisers

• Excellent career history with reputable firms.
• Highly qualified
• Experience of working with HNW private clients

If you would like to discuss the requirements and this opportunity in further detail, please contact Andrew Nicholson on 01179-170-415.