Financial Planner

Recruit Wealth are delighted to be representing one of the UK''s fastest-growing national Financial Planning names, currently undergoing an exciting period of private equity-backed expansion and strategic acquisition. This highly regarded business offers a truly holistic client proposition, combining financial planning, wealth management, investment management and professional services to deliver exceptional outcomes for private clients across the UK. Due to continued growth, an outstanding opportunity has arisen for an experienced Financial Planner to join their Rochdale regional office, one of over 70+ offices nationwide. The Opportunity This is a highly attractive advisory opportunity where you will inherit an established client base (through succession planning), while also benefiting from internal referral streams and the opportunity to build further relationships and new business. Further details around inherited households, assets under management (AUM), average client size and ongoing advice fees will be discussed during the application process, however this will be highly attractive to a quality planner, seeking their next long-term move. You will deliver holistic financial planning advice across: Pensions and retirement planning Investments and wealth management Protection and financial security planning All within a market-leading, whole of market, independent advice framework that places long-term client outcomes at the centre of everything they do. What Makes ..... full job details .....