Financial Planner

JR United Kingdom; Guildford; On-site; GBP 70,000 - 75,000; Full time

Job summary

A leading chartered independent wealth planning firm in Guildford seeks an Experienced Financial Planner. The role involves managing client portfolios, providing comprehensive financial advice including pensions and investments, and generating new business opportunities. This position offers a competitive salary, substantial bonuses, and full administrative support.

Benefits

25 days holiday + bank holidays

Full Paraplanning and Administration support

Bonuses based on ongoing and initial advice fees

Qualifications

• 3+ years of advising experience required.
• Experienced Financial Planner in chartered firms preferred.

Responsibilities

• Manage client portfolios and generate new business.
• Advise on pensions, investments, tax planning, and retirement planning.
• Meet clients face-to-face and virtually.

Skills

Advising

Client Management

Wealth Planning

Education

Active CAS

Job description

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Position: Experienced Financial Planner

Requirements:

• 3+ years of advising experience required with active CAS

Salary & Bonuses:

• £70k - £75k basic salary with bonuses on top
• Guaranteed minimum bonus in year 1 of £8.5k

Role Overview:

My client is a Chartered independent wealth planning firm with offices across the UK. They offer whole market financial advice to HNW retirees, accumulators, local families, and SME owners. They manage client assets ranging from £150k to £10m and advise on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and schemes like VCT & EIS.

The firm has longstanding relationships with accountancy and solicitor practices and plans to expand significantly over the next 5 years.

The support team includes experienced Administrators & Paraplanners, with Managers overseeing their development. Advisers focus on client-facing activities.

The role involves taking over client portfolios from retiring advisers, managing approximately £300k in recurring revenue, and generating new business. Candidates will meet clients face-to-face and virtually, covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISAs, and occasionally VCT/EIS schemes.

- 25 days holiday + bank holidays

- Bonuses based on ongoing and initial advice fees

- Full Paraplanning and Administration support

If interested, please contact me at [emailprotected].