Financial Planner – £40m Client Book Provided
Salary to £75,000 + Bonus + Hybrid/Flexible Working
Location: Devon
An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development.
Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning.
This is an ideal opportunity for an ambitious Financial Planner who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition.
Our client has invested heavily in Financial Adviser support technology and training, allowing Financial Planners to focus on what they do best — looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this.
You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development.
Whats on Offer
* Salary to £75,000 depending on experience
* Excellent bonus structure
* Existing client bank of approximately £40m AUM inherited from a retiring adviser
* Full administrative and paraplanning support
* Full study support towards Chartered status, plus study days for each exam
* Flexible and hybrid working environment
* Genuine autonomy and adviser trust culture
* Excellent Training & Competence support
* AI support in place to reduce administration and increase efficiency
Benefits
* 26 days holiday plus bank holidays
* Private Medical Insurance
* Private GP service
* Health Cash Plan
* Income Protection
* Life Assurance (4x salary)
* Employee Assistance Programme
* Pension (6% employer / 3% employee contribution)
* Full study support towards Chartered
* Excellent company culture and regular social events
Who Theyre Looking For
* Level 4 Diploma qualified
* Experience as a Financial Planner/Adviser
* Individuals seeking a long-term opportunity within a supportive and growing independent firm
This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term.
If you are a Financial Planner looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: harry@financialdivisions.co.uk.