We are delighted to have partnered with a leading professional practice with offices across the Southwest to recruit for an experienced Financial Planner into their Wealth Management arm. The role has been created as a result of succession planning, taking over existing HNW clients from a long-standing senior Adviser in the business who is retiring. The average client investment value is typically between £1-2m and they are based across the Southwest with some living in London, so you may be required to travel to London very occasionally. Full admin and technical paraplanning will be provided.
Requirements
1. 5+ years’ experience of advising clients as a holistic Financial Planner.
2. Experience working with HNW/complex clients.
3. Strong relationship management skills and gravitas to take over senior/established clients.
4. At least Level 4 Diploma qualified; ideally Chartered or working towards becoming Chartered.
5. Emphasis on managing existing clients effectively with some softer new business targets.
This is a fantastic opportunity to join a company who are established, have a brilliant reputation, and are a highly desirable business to work for. This is a unique opportunity to take over an existing portfolio of HNW clients. Our client would look to pay up to a six-figure basic for the right person and offer attractive bonuses on revenue generated, plus company benefits.
There may also be the opportunity to be invited into the partnership of the business in the future.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Business Development, Consulting, and Strategy/Planning
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