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Position: Experienced Financial Planner
Requirements:
* 3+ years of advising experience required with active CAS
Salary & Bonuses:
* £70k - £75k basic salary with bonuses on top
* Guaranteed minimum bonus in year 1 of £8.5k
Role Overview:
My client is a Chartered independent wealth planning firm with offices across the UK. They offer whole market financial advice to HNW retirees, accumulators, local families, and SME owners. They manage client assets ranging from £150k to £10m and advise on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and schemes like VCT & EIS.
The firm has longstanding relationships with accountancy and solicitor practices and plans to expand significantly over the next 5 years.
The support team includes experienced Administrators & Paraplanners, with Managers overseeing their development. Advisers focus on client-facing activities.
The role involves taking over client portfolios from retiring advisers, managing approximately £300k in recurring revenue, and generating new business. Candidates will meet clients face-to-face and virtually, covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISAs, and occasionally VCT/EIS schemes.
- 25 days holiday + bank holidays
- Bonuses based on ongoing and initial advice fees
- Full Paraplanning and Administration support
If interested, please contact me at [emailprotected].
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