Financial Planner

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Financial Planner - Manage £35m book of clients (150 clients)

Location: Bishop Stortford offices

Salary: £80k - £85k plus bonus scheme

Benefits:

• Pension Scheme
• Electric Car Scheme
• 25 days holiday plus bank holidays, increasing with length of service
• DIS benefit, EV Car Scheme, Eye Tests, Legal Services
• Annual season ticket loan & referral incentive scheme

My client is an independent wealth planning firm with offices near Bishops Stortford. They offer whole of market financial advice to HNW retirees, accumulators, local families, and SME owners across Sussex, Kent, and London. They currently manage the affairs of 300 clients with assets ranging from £250k to £8m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes. They have longstanding relations with solicitor practices who refer business to them. The advisers focus on providing the best service rather than stacking up AUM.

The Managing Director is seeking to recruit an experienced Financial Planner to manage a book of £35m AUM. This is a purely servicing role, allowing another adviser to focus on generating new business. The role is suitable for candidates with a background in independent wealth planning, preferably Chartered or aspiring to Chartered status, though candidates with a restricted advice background will also be considered. Dedicated admin and paraplanning support will be provided. Most funds are held on platforms like Quilter, Transact, AJ Bell. Knowledge of Intelligent Office, Cashcal, or FE Analytics would be advantageous.

Key features of the role include:

• Full admin and paraplanning support
• Servicing role—no need to generate new business, but any new business generated is welcomed

If you're interested in this role or other opportunities I am working on, please get in touch at [emailprotected].