Job Description
Senior Financial Planner
Location: London, Hybrid
Salary: £80,000 - £110,000 (depending on experience)
Bonus: 25% of initial fees (capped at £50,000) + annual discretionary bonus
Benefits: Exceptional Benefits Package
Our client, a highly regarded wealth and investment management firm, is seeking an experienced Senior Financial Planner to join their Private Client team in London. This is an exciting opportunity for a financial planning professional to take on a key role within a firm known for its integrated restricted model, robust client base and commitment to delivering tailored investment and wealth management solutions.
The Role
* As a Senior Financial Planner, you will be responsible for delivering comprehensive financial planning and wealth management services to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. You will play a pivotal role in developing new business, managing existing client relationships, and ensuring the delivery of high-quality, fee-based advice.
Key Responsibilities:
1. Provide holistic financial planning and wealth management advice across investments, pensions, tax planning, inheritance planning, and protection solutions.
2. Manage and develop a client bank with an expected AUM of £50M, with a target of £10M in new business per year.
3. Lead client meetings, prepare financial planning ...