Role
We have been appointed by a national wealth advice business to secure an experienced Financial Planner in the Thames Valley region to take over an existing portfolio of HNW clients. The role will be to effectively manage these clients alongside bringing in additional business through existing client referrals and/or local introducers. It would be a fully home based role, meeting clients in the local area with some occasional travel into the London office. Full admin and paraplanning will be provided.
Requirements
You will need to be an experienced Financial Planner living in the local area with the ability to travel. You will be used to dealing with complex client scenarios/needs with the average client investment value being over £1m. You will be fully Level 4 qualified but ideally be Chartered and/or have completed some advance papers working towards being chartered. You will be professional in your approach and strive to provide excellent service/advice to your clients.
Why join?
This is a fantastic and rare opportunity to work as part of a national brand, taking over an existing client portfolio of quality clients whilst being fully home based (with all business travel paid for), and no real pressure to hunt/develop masses of new business. Our client would also look to pay a very attractive basic salary and provide a transparent bonus on revenue.
What next?
If you are interested in finding out more about this exciting and unique opportunity, and you have the relevant skills and experience, please apply and/or get in touch!