Chartered Financial Planner - Central London/Hybrid - OTE £100k - Basic £75k & £25k bonus + benefits

Employed, managing £35m+ of AUM

Our client is a multi-award-winning Chartered Wealth Management firm that can genuinely offer Advisers a route to Partnership. One of their highest billing Partners/Financial Advisers is now looking to hand over circa £35m of AUM initially to an experienced Chartered Financial Adviser as they no longer have the capacity to take on further business.

Once the successful applicant has met and built meaningful relationships with these clients they will then look to hand over another tranche of clients. The firm prides itself on the high quality ethical advice they provide and as a result of this, a substantial percentage of their new business arrives via referrals and recommendations.

You will be working closely with a very entrepreneurial and motivational Partner who has a real passion for the industry and wants to help support and grow the next generation of Senior Financial Advisers within the business. The role has the added benefit of offering a route through to becoming a Partner and full Paraplanning support is provided.

To be eligible for this role you will either need to be fully Chartered (or one exam away), be technically competent and have circa 2-3 years plus of experience of giving practical financial advice. It is anticipated that earnings will exceed circa £140k around year 3, the role can also be either hybrid or fully remote, but you must be able to come to London to attend client meetings from time to time.