Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
This newly created Paraplanner role is located for their Sheffield regional hub, one of 42 national offices.
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.