Job Description
Basic Up to £85k + Package + Paraplanning + Bonuses - Retiring Advisor Summer 2026 - £100m AUM
Financial Planner role: You will take over a significant book (£100m AUM) of clients from the retiring advisor and complete a successful handover process. Full paraplanning and admin support is provided for the Financial Planner role.
The Company offer a superb package including an excellent basic salary, uncapped bonuses, annual bonuses, 25 days holiday (excluding bank holidays) and much more.
To apply for the Financial Planner role, you must have:
- the legal right to work in the UK
- a demonstrable proven track record of consistent success within your current role
- full Diploma in financial planning
- Evidence of commitment to previous employers
Please send your CV in confidence quoting Ref: 867543