Job Description
An exceptional opportunity to join a dynamic and expanding financial planning firm with a strong presence across multiple UK locations. The role offers access to high-quality inbound leads, robust back-office support, and the chance to influence and enhance planning processes at a senior level.
What You'll Do:
* Manage and grow your own client portfolio
* Conduct regular client reviews and build new business through referrals and personal connections
* Mentor junior team members and collaborate with paraplanners
* Present proposals to board-level executives
What You Bring:
* Chartered Status or working towards it
* Proven experience as an Independent Financial Adviser
* Strong knowledge of EIS, VCTs, Business Relief, and cashflow planning tools (Voyant preferred)
* A track record of exceeding targets
* Confidence, technical precision, and leadership skills
* Client following preferred but not essential.
Please send your CV to Ursula at Financial Divisions