We are currently recruiting for a Financial Planning practice based in Chelmsford who are looking to recruit a Financial Planner to service a client bank. Our client is an independent financial advice and wealth planning company based in Essex. They advise on both personal and business financial solutions, you will be provided with a client bank. You will be part of a friendly and social team with no micromanagement, so you will be fully supported to excel within the company as a Financial Planner. Provide annual reviews to clients and support them through their financial planning Servicing only, no new business expectations c. 200 households (300 meetings per annum) Full paraplanning and admin provided in house. You will not be required to write reports. Salaried role based on the individual, but competitive (Expect £40-70k). Annual bonus based on client satisfaction and retention. Scope would be there for them to develop new relationships as the role would not require 40 hours per week, although it is heavily focused on existing client support. I would argue that the role would suit an individual that would prefer a service focused position. Hybrid role, but probably 3-4 days with clients (50% of all meetings are via zoom/teams). Level 4 minimum qualified Minimum of three years’ experience in the role