Position: Financial Planner
Location: Bishop Stortford offices
Salary: £80k - £85k plus bonus scheme
Benefits:
1. Pension Scheme
2. Electric Car Scheme
3. 25 days holiday plus bank holidays, increasing with length of service
4. DIS benefit
5. Eye Tests
6. Legal Services
7. Annual season ticket loan
8. Referral incentive scheme
My client is 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 Sussex, Kent, and London. They currently 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 longstanding relationships with a solicitor practice who refer business to them, and the advisers are not targeted as they prioritize providing the best service to clients.
The Managing Director is seeking to recruit an experienced Financial Planner who will manage a book of business amounting to £35m AUM. This is a servicing role, freeing up the time of another adviser who will focus on generating new business. This role suits a candidate with a background in an independent wealth planning firm who is preferably Chartered or aspires to work 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, among others. Knowledge of Intelligent Office, Cashcal, or FE Analytics would be helpful.
Key Responsibilities:
1. Manage a £35m book of clients (150 clients)
2. Provide servicing support without the need to generate new business, although any new business generated will be welcomed.
Seniority Level: Mid-Senior level
Employment Type: Full-time
Job Function: Finance
If this role sounds of interest or if you would like to discuss any other roles I am working on, please get in touch at peter@financialdivisions.co.uk.
#J-18808-Ljbffr