Financial Planner

A well-established, independent wealth management firm headquartered in the South East, with multiple offices including in London, is seeking a Financial Planner to join their team. The firm serves over 2,800 clients and manages assets exceeding £700 million, specialising in independent advice and discretionary management of investments and pensions.

Opportunity Highlights

• Client Portfolio: Take over an existing book of approximately 130 clients, representing £80 million in Assets Under Management (AUM) and generating £600,000 in annual revenue.
• Client-Centric Approach: The firm caps the number of clients per adviser at 150, ensuring personalised and attentive service.
• Team Environment: Work within a team of fully qualified professionals operating under a strict "Client First" philosophy, fostering a collaborative and supportive culture.
• Compensation: Competitive base salary of £80,000 across all advisers, reflecting the firm’s commitment to fairness and excellence.
• Qualifications: Chartered status is preferred but not essential; strong technical ability and relationship management skills are key.

Services Provided

• Independent financial advice across a broad range of financial products, with a focus on investments and pensions.
• Discretionary investment management tailored to individual client goals.
• Bespoke portfolio services for clients with unique objectives.
• Management of diversified multi-asset funds, including both equity and bond vehicles.

Ideal Candidate Profile

The ideal candidate will be a personable and technically adept financial planner who prioritises client service. Whether you are Chartered or progressing towards that status, your commitment to delivering outstanding advice and managing client relationships will be highly regarded.