Independent Financial Planner Vacancy
***Multiple locations across London & South East *******
Manage existing clients from a retiring adviser and generate new business
£60k - £75k basic salary with bonuses on top
25 days holiday + bank holidays and benefits
Full Paraplanning and Administration support from a pooled team
My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 50+ members of staff with over a 10 year period. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. They have ambitious growth plans to be the largest IFA firm in the UK with significant financial backing.
In their current setup they manage the affairs of clients with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business.
The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The...