Chartered Financial Planner - £45m Book to Inherit

Vernon Thomas Recruitment; Nottingham; On-site; GBP 72,000 - 88,000; Full time

Benefits offered by this job

Discretionary bonus

Life Assurance

Income Protection

Employer pension

Wellbeing & lifestyle benefits

Professional development

Job summary

Vernon Thomas Recruitment is seeking an experienced Financial Planner to take ownership of an established £45m client bank in the North West. You will build trusted, long-term relationships with high net worth clients and deliver holistic financial planning while growing assets under management.

The role offers up to £80,000 base salary plus benefits, with discretionary bonuses and strong support from a dedicated team to help you expand the portfolio and revenue base.

Qualifications

• Must hold Level 4 Diploma in Regulated Financial Planning or equivalent.
• Chartered status or working towards Chartered status.
• Strong relationship management and communication skills for high net worth clients.
• Proven ability to generate new business and grow assets under management.

Responsibilities

• Manage an established £45m client portfolio for high net worth clients.
• Build long-term relationships and conduct regular client reviews.
• Deliver holistic financial planning aligned to client objectives.
• Grow the portfolio and increase assets and ongoing fees.
• Generate new business through referrals, connections and networking.
• Collaborate with Business Development to identify opportunities.

Skills

Diploma in Regulated FinancialPlanning

Chartered status

Relationship management

Communication skills

High net worth client experience

New business development

Commercial awareness

Organisational skills

Regulatory understanding

Independent yet collaborative

Education

Level 4 Diploma in Regulated Financial Planning

Chartered status (or progress)

Job description

North West | Up to £80,000 + Benefits | £45m Client Bank to Inherit | High Net Worth Clients

The Opportunity

An exciting opportunity has arisen for an experienced Financial Planner to join a well-established financial planning business in the North West and take responsibility for an established £45m client bank, consisting of profitable, high net worth households.

This is an excellent opportunity for an adviser who enjoys building trusted, long-term relationships with clients and wants the opportunity to inherit a quality portfolio while continuing to develop new business and grow assets under management.

Key Responsibilities

• Take responsibility for an established £45m client portfolio
• Build and develop trusted, long-term relationships with high net worth clients
• Conduct regular client reviews and ensure advice reflects clients' changing circumstances and objectives
• Deliver a holistic financial planning experience
• Develop existing client relationships and identify opportunities to increase assets and ongoing fees
• Generate new clients through referrals, professional connections, networking and existing relationshipsWork closely with the Business Development team to identify and develop new opportunities
• Develop and execute an individual business plan focused on client acquisition, revenue and AuM growth
• Maintain high standards of regulatory compliance, client service and professional conduct
• Work collaboratively with colleagues and share best practice

About You

The ideal candidate will be an experienced Financial Planner with a strong track record of building and developing client relationships.

You will ideally have:

• Level 4 Diploma in Regulated Financial Planning or equivalent
• Chartered status, or be working towards Chartered status
• Strong relationship management and communication skills
• Experience working with high net worth clients
• A strong network and proven ability to generate new business
• Commercial awareness and a strong new business mindset
• Excellent organisational and administration skills
• A strong understanding of regulatory requirements and client outcomes
• The ability to work independently while contributing positively to a wider team

What's on Offer

• Up to £80,000 basic salary + benefits
• High net worth client base
• North West-based opportunity
• Opportunity to grow an established portfolio
• Strong focus on holistic financial planning
• Support from experienced adviser, business development and support teams
• Discretionary annual bonus based on individual, team and company performance
• Life Assurance
• Income Protection
• Employer pension contribution
• Additional wellbeing and lifestyle benefits
• Opportunities for ongoing professional development

The role offers a rare opportunity to step into an established HNW client portfolio while still having significant scope to develop relationships, attract new clients and grow your profile within the business.