Job Description
* Chartered Financial Planner (or close to completion)
* Manage c.£45m AUM of existing clients
* FULLY REMOTE ROLE - come to office perhaps once a month (South London)
* £60k - £65k basic salary plus quarterly bonuses (£100k+ take home pay)
* 3 x validation and take home 37% of all fees above this threshold
* 3 - 5 years of advising experience needed
My client are an independent wealth planning firm with offices in South London. I have placed 3 staff into the business and met the Directors. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Surrey. In their current setup they manage the affairs of clients with assets ranging from £100k - multiple millions. An average client has £500k - £750k of invested assets. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes.
The Managing Director is seeking a Chartered Financial Planner with 3 - 5 years of experience who will manage c.£45m AUM. This is a purely servicing role, there is no need to generate new business but if you do generate any new business this will be welcomed. This role will suit a candidate with a background in an independent wealth planning firm who is Chartered but my client will consider a very experienced adviser who is 1 exam away from completion. You will have dedicated admin and paraplanning support. If you have knowledge of Intelligent Office this would be helpful. You can work fully remotely and manage your diary, the clients are spread across London and the home counties and you will manage your own diary.
If this role sounds of interest or any other roles I am working on please get in touch.