Manage £35m AUM Benefits: Pension Scheme, EV Car Scheme, 25 Days Holiday (rising with service), DIS Benefit, Eye Tests, Legal Services, Annual Season Ticket Loan, Referral Incentive Scheme The Opportunity- Financial Planner Our client is a well-established, independent wealth planning firm based near Bishop's Stortford, providing whole-of-market advice to a loyal and growing client base across Hertfordshire, Sussex, Kent, and London. Serving HNW retirees, accumulators, families, and SME owners, the firm manages over 300 client relationships, with assets ranging from £250k to £8m. The firm prides itself on long-standing client relationships, a strong professional introducer network, and a true client-first approach — with no sales targets, ensuring quality advice remains the core focus. Due to internal restructuring, they are now seeking an experienced Financial Planner to take over and manage a book of approximately £35 million AUM (150 clients). This is a pure servicing role, freeing up a Senior Adviser to concentrate on new business generation. Key Responsibilities: Manage and develop relationships with an existing portfolio of 150 HNW clients. Deliver holistic financial advice across pensions, investments, tax planning, cashflow modelling, retirement planning, protection, and more. Maintain and enhance client satisfaction without the pressure of sales targets. Leverage full administrative and paraplanning support to ensure client servicing remains a priority. Any new business you organically generate will be fully recognised and rewarded. Ideal Candidate Profile- Financial Planner Previous experience as a Financial Planner/Advisor within an independent wealth planning environment. Level 4 Diploma qualified as a minimum; Chartered status or aspiration towards Chartered highly desirable (although restricted background candidates will also be considered). Comfortable servicing HNW clients and managing a significant AUM. Familiarity with platforms such as Quilter, Transact, and AJ Bell preferred. Knowledge of Intelligent Office, CashCalc, and FE Analytics would be advantageous. Strong relationship management, technical competence, and a client-centric approach are essential. Package: Base salary: £80,000 - £85,000 (negotiable depending on experience) Bonus potential: £10,000 - £15,000 Pension Scheme Electric Vehicle (EV) Car Scheme 25 Days Holiday (increasing with service) DIS Benefit, Eye Test Cover, Access to Legal Services Annual Season Ticket Loan & Referral Incentive Scheme Hybrid working potential If you are interested in this opportunity — or would like to discuss other similar roles — please get in touch with Sam at Financial Divisions.