Role
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
To be considered for the role you must have 5 + years’ experience of advising clients as a holistic Financial Planner and be used to working with HNW/complex clients. Most clients are at retirement/decumulation stage with some at accumulation stage including business owners and generational wealth. You must be a strong relationship manager and demonstrate a level of gravitas to take over some of the most senior/established clients in the company. You must be at least Level 4 Diploma qualified but ideally Chartered, if not working towards becoming Chartered. The main emphasis on the role is to manage the existing clients effectively with some softer new business targets. This company, however, prides themselves on their professionalism and do not have a heavy sale orientated culture as growth is mainly driven organically through the quality of the service they provide.
Why join?
This is a fantastic opportunity to join a company who are established, who 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.