Financial Planner

Forvis Mazars; Remote; GBP 70,000 - 100,000; Full time

Job summary

A leading national financial advisory firm is looking for an experienced Financial Planner to inherit a high-quality client book of ultra-high-net-worth families. The role offers exceptional potential for growth, a significant recurring income, and a chance to build trusted relationships. You will have the support of a retiring adviser during a handover period, allowing for a smooth transition. This home-based position offers flexible working arrangements and an uncapped earning potential with bonuses based on new business written.

Benefits

Highly flexible basic salary

35% bonus on new business written

Excellent benefits package

Full paraplanning and administrative support

Qualifications

• Minimum 3 years’ experience providing holistic financial advice.
• Located within a commutable distance of Sidcup or the South East region.

Responsibilities

• Inherit a high-quality client book of around 200 UHNW families.
• Work closely with the current adviser for a smooth transition.
• Focus on exceptional client service and relationship management.

Skills

Strong client relationship and interpersonal skills

Entrepreneurial and commercially minded

Holistic financial advice

Education

Level 4 Diploma qualified

Job description

Are you an experienced Financial Planner seeking a rare opportunity to inherit a high‑quality client book and build long‑term relationships with ultra‑high‑net‑worth families? This is a genuinely exceptional succession role with one of the UK’s leading national financial advisory firms, a business managing over £7 Bn in client assets and continuing to grow through strategic acquisition. Check below to see if you have what is needed for this opportunity, and if so, make an application ASAP.

You’ll take over a well‑established client book following the firm’s recent acquisition of a prestigious regional practice. The portfolio consists of around 200 UHNW families, producing approximately £700 k of recurring income, and has been nurtured by the existing adviser over 40 years. Over the next 12‑18 months, you’ll work closely with the current adviser to build trusted relationships with clients, ensuring a smooth transition before taking full ownership of the book. The focus is on exceptional client service and relationship management, though the role also offers significant potential to develop and grow the portfolio further.

Key Details

• Fully serviced client bank of approximately 200 UHNW families
• Recurring income of ~£700 k per annum
• Full handover and mentoring period from the existing adviser (retiring 2027)
• Home‑based role with flexible working and office access as required
• Client locations primarily across London, Kent, Surrey and Sussex
• Full paraplanning and sales support provided

Qualifications

• Level 4 Diploma qualified (Chartered or working towards preferred)
• Minimum 3 years’ experience providing holistic financial advice
• Strong client relationship and interpersonal skills
• Entrepreneurial and commercially minded with a focus on long‑term service
• Located within a commutable distance of Sidcup or the South East region

Benefits

• Highly flexible basic salary, fully negotiable for the right individual
• 35 % bonus on new business written plus share of recurring incomeUncapped earning potential
• Excellent benefits package
• Full paraplanning and administrative support

This is an outstanding opportunity for a high‑calibre Financial Planner to step into a ready‑made UHNW client bank and continue a legacy of exceptional service, with the full backing of a national, well‑resourced advisory business.