Job Description
Position: Financial Planner
Company: Boutique Chartered IFA Firm
Role Type: Servicing role, managing existing HNW clients
Client Portfolio: £600k - £8m per case
Client Management: 80 - 100 clients
Salary: £70k - £90k basic plus bonuses on new business written
My client is a Chartered independent wealth planning firm located near Epsom/Leatherhead. They offer whole of market financial advice to HNW retirees, accumulators, local families, and SME owners across Sussex, Kent, and London. Currently, they manage the affairs of 250 families with assets ranging from £600k - £8m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, etc.
The business has won numerous awards and is engaged in local community events, advocating for many charitable causes. They prioritize exceptional customer satisfaction, resulting in a high retention rate. The support team consists of experienced Administrators & Paraplanners who are encouraged to progress and develop through ongoing CPD and industry exams. Dedicated Operations professionals ensure smooth business functioning.
The Managing Director is creating a new role for a Financial Planner responsible for managing a portion of his existing book of business. This servicing role is suitable for a candidate with a background in an independent wealth planning firm, capable of working with complex HNW cases, and possessing the gravitas to handle the business's best clients. You will receive dedicated admin and paraplanning support, along with a dedicated Operations Manager.
Salary: £70k - £90k (negotiable)
Bonuses: 25% on new business (initial fees)
Benefits: Attractive benefits package and holiday allowance
Support: Full Paraplanning and Administration support from a pod structure
If this role sounds of interest, please get in touch.
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