The company

Ludlow Wealth Management Group is a highly-respected and dynamic wealth management business which is trusted with over £850 million of clients’ assets under advice.

As an ambitious and fast-growing company with offices across the North West, we have completed 12 acquisitions in the past six years as part of our strategic growth strategy.  Our dedication to delivering outstanding financial advice is at the root of significant success which has also contributed to our growth.

As a result, we are looking to recruit consultants to become part of our team of gifted and accomplished professionals who will place the client at the centre of everything we do.

If you have the skill set and commitment to develop strong client relationships, build their trust in us and help them achieve their financial goals while developing your professional career, then Ludlow is for you.

The people

We are looking for smart, articulate and confident finance professionals who can work independently and as part of a team. You will have excellent communication and interpersonal skills, be level-4 qualified and hold a current statement of professional standing.

Previous experience in either bancassurance or discretionary fund management and/or in financial planning or wealth management is essential. So too is a proven track record of success in your previous role.  You will also need to demonstrate an impeccable compliance record.

We are looking for evidence of:

  • A level certificates
  • Level 4 qualifications
  • Statement of professional standing
  • Personal T&C record
  • Previous employer compliance record
  • Success in current and previous employment

The role

Working from any of our offices in the North West, you will be ensuring our clients’ finances are under control, which is governed by our Purpose & Vision. Your client portfolio will be given to you, but we also expect you to generate new relationships, enquiries and referrals.

This employed position gives you the chance to build a successful career with one of the most progressive wealth management businesses in the North West.

The benefits

Additional benefits include:

  • Significant bonus earning opportunities
  • Pension
  • Death in service lump sum
  • PHI and critical illness protection
  • Car allowance
  • Technical and professional development

If you believe you have the skills, drive and enthusiasm to join our fast-expanding business, send us your CV with a covering letter explaining why you would be an excellent member of our team.

Please write to:

Mr I Hemingway,
Chief Executive,
Ludlow Wealth Management Group Limited,
172 Lord Street,
Southport,
Merseyside.
PR9 0QA

Notice to Recruiters & Staffing Agencies

Our preference at Ludlow Wealth Management is to recruit candidates directly. We do occasionally partner with a limited number of preferred agencies when we identify a need for third party staffing support. We do not accept unsolicited agency CV. We will pay a fee only if the candidate is presented after there is a signed recruiting agreement in place between Ludlow and the agency and only if we have explicitly engaged the agency to submit resumes for a specific current opening.

We do not pay fees for unsolicited candidates submitted to Ludlow or any of its employees by email, fax, phone, mail, verbal referral or any other means. In the case of candidates submitted to Ludlow without a signed agreement in place or without being solicited to work on a specific open requisition, Ludlow explicitly reserves the right to pursue and hire those unsolicited candidates without any financial obligation to the recruiter or agency.