Job Title: Financial Planner - Manage £40m AUM Book
Location: Swindon (Office-based with extensive flexibility)
Salary: Negotiable £70k - £75k plus quarterly bonuses
About the Role
Our client, an independent wealth planning firm near Swindon, is seeking an experienced Financial Planner to manage a £40m AUM portfolio. The role involves servicing existing clients and generating new business, with support and incentives in place.
Client Profile
The firm advises high-net-worth retirees, accumulators, local families, and SME owners across Wiltshire, Hampshire, Surrey, and London. They currently manage over 500 clients with assets from £200k to £5m.
Responsibilities
* Manage and service a £40m AUM client portfolio
* Provide holistic financial advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and schemes like VCT & EIS
* Build and maintain professional relationships with clients and stakeholders
* Generate new business opportunities and earn quarterly bonuses
Candidate Profile
* Experience in an independent wealth planning firm
* Chartered or working towards Chartered status preferred; restricted advice background considered
* Knowledge of Transact, Wealthtime, and Intelligent Office beneficial
* Team-oriented with the ability to work independently
Additional Information
The role offers dedicated admin and paraplanning support. Initially office-based to learn systems and build relationships, then flexible working arrangements are possible.
If interested in this or other roles, please get in touch.
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