Position Overview
Recruit Wealth are delighted to be representing one of the UK’s fastest-growing national Financial Planning firms, currently undergoing an exciting period of private equity–backed expansion and strategic acquisition.
This highly regarded organisation 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 the firm’s Manchester 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 strong internal referral streams and the opportunity to build further relationships.
Further details around inherited households, assets under managem...