Job Description
Financial Planner
Salary circa £60,000 plus exceptional bonus structureLocation Hybrid with office presence requiredFull time Permanent
An established and fast growing wealth management firm is seeking an experienced Financial Planner to join its expanding advisory team.
With around 55 staff currently and significant private funding in place, the business has ambitious growth plans and expects to nearly double in size over the next 12 months. As part of this growth, the firm is acquiring a well established practice in Newcastle. The retirement of senior advisers within that business has created a rare opportunity for an experienced Financial Planner to take over and develop a substantial existing client book.
The Opportunity
This role is ideal for an experienced adviser who enjoys working collaboratively and wants to be part of a firm that genuinely values its people and invests in long term growth.
You will inherit a high quality client portfolio while also being generously rewarded for new business activity. Full administration, paraplanning and compliance support is provided, allowing you to focus on delivering excellent outcomes for clients.
What’s on Offer
• Base salary around £60,000 with flexibility for high performers or advisers bringing clients• Bonuses of up to 45 percent of all new business written• A clear salary and remuneration structure that rewards growth of your client book• Unlimited holiday allowance• Hybrid working• A grown up working environment built on trust, not micromanagement• A supportive, collaborative culture where people are rewarded for their efforts• An office presence is encouraged to support teamwork, collaboration and culture
The Ideal Candidate
You will be a high quality, experienced Financial Planner with a strong professional reputation.
You will be able to demonstrate:• QCF Level 4 qualification as a minimum• A proven track record of delivering compliant, client focused advice• Experience managing and developing a client bank• A collaborative mindset and desire to be part of a growing firm• A values driven and professional approach to advice
Advisers with a history of strong performance or the ability to bring clients across will be particularly attractive.
Next Steps
If you are an experienced Financial Planner looking to join a well funded, ambitious firm with an outstanding culture and genuinely attractive rewards, this opportunity is well worth exploring.