Financial Planner

Financial Divisions; Farnborough; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

25 days annual leave plus birthday off

DIS benefits

Holiday Purchase Scheme

Job summary

Financial Divisions in Farnborough is seeking an experienced Financial Adviser to manage an existing client bank of 20–30 retirees and families with investments around £500k each. You will advise on pensions, investments, tax planning, and retirement planning, supported by a team of administrators and paraplanners.

The role offers a competitive £75k basic salary plus benefits, with 25 days’ leave (birthday off) and additional DIS benefits.

Qualifications

• Experience advising high-net-worth clients on pensions, investments and tax planning.
• Ability to model cashflow and provide retirement planning solutions.
• Proven track record in wealth management and estate planning.

Responsibilities

• Manage an existing client bank of 20–30 retirees and families.
• Provide guidance on pensions, investments, tax planning and retirement planning.
• Collaborate with administrators and paraplanners to deliver client service.

Skills

Client management

Pensions knowledge

Investments

Tax planning

Retirement planning

Job description

• Financial Adviser
• Farnborough offices (Surrey)
• £75k basic salary and benefits
• Manage existing client bank of 20 - 30 clients
• 25 days annual leave plus your birthday off
• DIS benefits, Holiday Purchase Scheme

My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 30+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £150k - £10m.

The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business and they have big expansion plans over the next 5 years.

The Managing Director requires an experienced Adviser in their Farnborough office to manage an existing client bank of 20 - 30 retirees and families living locally with on average £500k to invest, but a few considerably more. The client bank requires advice on pensions, investments, tax planning, retirement planning some Trusts and estate planning too.

You will have full support from experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing.