Job Details

An established asset manager and independent financial advisory firm with a strong regional presence, our client is seeking to grow their Cumbrian operation through recruiting a financial planner to the office.

The firm can offer exposure to genuinely HNW clients with financial planning needs that include retirement/pension planning and trust/estate planning advice. With the average case size being consistently high such a resource will enable an adviser to significantly raise their ongoing production figures.

This is a highly professional environment so will require individuals with a client centric approach, strong record as an adviser and Diploma status. Whilst the organisation can give access to wealthy clients it is necessary that any applicant has their own client base that will enable them to cover their own costs, whilst developing further business to make the venture increasingly profitable for both parties. Individuals without their own client resource will not be considered for this position.

The successful candidate will benefit from introductions to wealthy clients, a leading brand, an excellent level of technical support and an employed package. Any package will be dependent upon the individual and the level of business they are able to write.