Salary: £70k - £80k (negotiable) + bonuses
You will be responsible for managing a significant portfolio of clients, with assets ranging from £500k to multiple millions.
The role will suit a candidate with a background in an independent wealth planning firm who is preferably Chartered or aspires to work towards Chartered status.
Dedicated admin and paraplanning support will be provided to ensure the smooth operation of your workload.
Funds under management are held on AJ Bell, Aviva and various DFM's. Knowledge of Intelligent Office, Xplan or FE Analytics would be beneficial but not essential.
Key Responsibilities:
* Manage c.£40m/£50m AUM
* Develop and implement comprehensive financial plans for clients
* Maintain accurate records and reports on client portfolios
* Collaborate with dedicated admin and paraplanning support team
* Stay up-to-date with industry developments and best practices
Requirements:
* 3-5 years of experience in financial planning
* Chartered status or working towards it
* Knowledge of Intelligent Office, Xplan or FE Analytics (desirable)
* Excellent communication and interpersonal skills
* Able to work independently and as part of a team
Benefits:
* Flexible working hours
* Ongoing training and professional development
* Opportunity to work with a dynamic and supportive team
* Competitive salary and bonus structure