Financial Planner (Existing Client Book)
other jobs Recruit UK
Added before 2 Days
- Wales,Cardiff
- full-time
- £55,000 - £65,000 per annum
Job Description:
Job Role: Financial Planner (Existing Client Book)
Location: South Wales (Cardiff Office)
Salary: £55,000-£65,000 + Bonus
Ref: 9589
Recruit UK is working with an established IFA in Cardiff who are seeking a Financial Planner to join their team. This role involves taking over an existing portfolio of clients, making it primarily a servicing position, with a small focus on expanding the book through referrals and business development.
The company has designed its proposition to free up Advisers’ time, allowing them to focus on client engagement and relationship management. Alongside full Paraplanning and Administration support, their client service team handles all pre- and post-meeting prep.
This is a field- and home-based role, with access to their Cardiff office.
What’s on Offer:
*Salary of £55,000-£65,000 + revenue-based bonus
*Benefits include PMI, DIS, 28 days holiday + bank holidays
*Existing portfolio to inherit with circa £30 million AUM
*Full Paraplanning and Admin support
Requirements:
*Level 4 Diploma (CII, CISI, or LIBF)
*2+ years of advice experience
*Proven track record of providing regulated Financial Advice to private clients
This is an excellent opportunity to join a trusted local firm and seamlessly transition into a new role by taking over an established client base. With a robust support structure in place, you’ll have the tools needed to grow this portfolio and significantly boost your earnings.
Location: South Wales (Cardiff Office)
Salary: £55,000-£65,000 + Bonus
Ref: 9589
Recruit UK is working with an established IFA in Cardiff who are seeking a Financial Planner to join their team. This role involves taking over an existing portfolio of clients, making it primarily a servicing position, with a small focus on expanding the book through referrals and business development.
The company has designed its proposition to free up Advisers’ time, allowing them to focus on client engagement and relationship management. Alongside full Paraplanning and Administration support, their client service team handles all pre- and post-meeting prep.
This is a field- and home-based role, with access to their Cardiff office.
What’s on Offer:
*Salary of £55,000-£65,000 + revenue-based bonus
*Benefits include PMI, DIS, 28 days holiday + bank holidays
*Existing portfolio to inherit with circa £30 million AUM
*Full Paraplanning and Admin support
Requirements:
*Level 4 Diploma (CII, CISI, or LIBF)
*2+ years of advice experience
*Proven track record of providing regulated Financial Advice to private clients
This is an excellent opportunity to join a trusted local firm and seamlessly transition into a new role by taking over an established client base. With a robust support structure in place, you’ll have the tools needed to grow this portfolio and significantly boost your earnings.
Job number 2168147
metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...