Financial Planner – Manage c.£Servicing role – no need to generate new business
£60k - £75k basic salary plus bonuses
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 300 clients (£350m AUM) with assets ranging from £500k - multiple millions. 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 creating a brand-new role for a Financial Planner with 2 - 5 years of experience who will manage c.£This 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. If you have knowledge of Intelligent Office, Xplan or FE Analytics this would be helpful.