Job Description
* BRAND NEW ROLE - Senior Financial Planner
* Salary: £90k - £120K (DOE) plus bonuses
* Location: Brighton (lots of flexible working)
My client is an independent wealth planning firm with offices in Brighton (Sussex). They offer whole of market financial advice to HNW retirees, accumulators, local families, and SME owners with £750k+ of invested assets. The advisers are all Chartered or close to completion and consult on pensions, investments, tax planning, Trusts, cashflow modelling, retirement planning, protections, and some esoteric schemes.
They have longstanding relationships with their clients, who offer many recommendations and referrals, as well as a network of professional stakeholders who introduce new business. The advisers are not targeted, as they prioritize providing the best service over stacking up AUM, which organically generates new business opportunities.
The Managing Director seeks to recruit an experienced Financial Planner to manage a portion of their existing client book. Clients typically have a minimum of £750k invested, with many holding multiple millions. Therefore, a background working with HNW clients with complex financial affairs is crucial, along with a stable career history. You will have dedicated admin and paraplanning support.
If this role interests you, please get in touch with Peter at Financial Divisions.
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