Junior Financial Planner - Salary £50k - £70k plus bonus scheme (£10k - £20k per annum)

Junior Financial Planner
Bishop Stortford offices
Salary £50k - £70k plus bonus scheme (£10k - £20k per annum)
Pension Scheme, Electric Car Scheme
25 days holiday increasing with service
DIS benefit, EV Car Scheme, Eye Tests, Legal Services
Annual season ticket loan & referral incentive scheme

My client are an independent wealth planning firm with offices near Bishops Stortford. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Essex, Herts and London. In their current setup they manage the affairs of 300 clients with assets ranging from £250k - £8m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes. They have very longstanding relations with a solicitor practice who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM.

The Managing Director is seeking to recruit a Financial Planner with 1+ year of experience to service a portion of their client bank, the simpler cases £100k - £500k whilst a more senior adviser will look after cases ranging from £500k to multiple millions. This role will suit a candidate with a background in an independent wealth planning firm who is preferably considering working towards Chartered status. However, my client will consider someone with a restricted advice background. You will have dedicated admin and paraplanning support. Most of the funds under management are held on Quilter, Transact, AJ Bell amongst others. If you have knowledge of Intelligent Office, Cashcal or FE Analytics this would be helpful

Salary: £50k - £70k (negotiable) + bonuses (£10k - £20k)
Full admin and paraplanning support
Any new business you do generate will be rewarded

If this role sounds of interest or any other roles I am working on please get in touch.