Financial Planner - Wokingham, £60k - £85k, basic salary plus bonuses - All leads and business opportunities providedI am recruiting for a boutique Independent Financial Advice firm with a presence across the Thames Valley who I have met and placed 8 members of staff with. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages, and some Protections. They prefer to do holistic financial planning rather than transactional pieces of work. They have built a very good reputation locally and they are on course to obtaining their Chartered status as a business.Their clients are a mix of working professionals, wealth accumulators, business executives, retirees and HNW families with very substantial assets to be managed. The highest net worth cases have over £1m to invest. Business is busier than ever with 150+ clients in their current setup, and this is growing through referrals and recommendations. They have enough business and high-quality leads coming into their inboxes that they cannot convert due to how busy they are, so there is very substantial untapped business to be had.They have ambitions to expand the business greatly over the next 3 -5 years by doubling their staff count and AUM. They have no intention of joining a larger national firm and be acquired, they wish to remain wholly independent. The business prides itself on using the latest tech and giving their staff high quality equipment to complete their ...