Financial Planner

fs talent; St Albans; On-site; GBP 55,000 - 85,000; Full time

Job summary

fs talent seeks an experienced Financial Planner to join the St Albans team on a permanent employed basis. The role focuses on building and developing a new client book, rather than inheriting an existing portfolio, supported by a strong platform with marketing activity, acquisition-led opportunities, internal referrals and dedicated support.

You will be commercial, proactive and able to cultivate client relationships over time, with no requirement to bring a transferable book.

Qualifications

• Level 4 Diploma in Financial Planning or equivalent.

Responsibilities

• Build and develop a portfolio of private clients.
• Provide holistic financial planning advice across pensions, investments, retirement planning, tax and protection.
• Develop new client relationships through referrals, internal opportunities, marketing activity and professional networks.
• Manage ongoing client relationships and identify further planning opportunities.
• Work closely with paraplanning, administration and compliance teams.
• Contribute to the wider growth of the St Albans office and business.

Skills

Financial planning experience

Client relationship development

Commercial acumen

Experience as a Financial Planner

Education

Level 4 Diploma in Financial Planning

Job description

Qualification:

Level 4 Diploma in Financial Planning required; Chartered status not essential

About the Business

Our client is a fast-growing, well-backed UK wealth management business with approximately £3bn AUM, with ambitious plans to grow towards £10bn over the coming years through a combination of acquisitions and organic growth.

The business has invested heavily in senior hires across M&A, Marketing, Technology, Compliance and Training & Competence, all designed to help advisers build stronger, larger client books and develop long-term careers within the firm.

The Opportunity

We are looking for an experienced Financial Planner to join the St Albans team on a permanent, employed basis.

This role is suited to someone who is confident building and developing a new book of clients, rather than simply inheriting and servicing an existing portfolio.

You will benefit from a strong platform around you, including marketing activity, acquisition-led client opportunities, internal referrals, dedicated paraplanning and administration support, and continued investment in technology and adviser development.

There is no requirement to bring a transferable client bank, but the successful individual will need to be commercially minded, proactive and comfortable developing new client relationships over time.

Key Responsibilities

• Build and develop a portfolio of private clients.
• Provide holistic financial planning advice across pensions, investments, retirement planning, tax and protection.
• Develop new client relationships through referrals, internal opportunities, marketing activity and professional networks.
• Manage ongoing client relationships and identify further planning opportunities.
• Work closely with paraplanning, administration and compliance teams.
• Contribute to the wider growth of the St Albans office and business.

About You

You will ideally have:

• Level 4 Diploma in Financial Planning or equivalent.
• Experience as a Financial Planner, Financial Adviser or Wealth Adviser.
• A strong track record of developing client relationships.
• The confidence and commercial ability to build a new book over time.
• Strong knowledge of pensions, investments and retirement planning.
• A client-focused and relationship-led approach.

Chartered status would be advantageous but is not essential.

Why Join?

This is an opportunity to join a business with significant growth plans and the infrastructure in place to support ambitious advisers.

You will benefit from:

• The opportunity to build a substantial client book.
• No requirement to bring an existing book with you.
• Leads and opportunities generated through acquisitions, marketing and internal referrals.
• Dedicated paraplanning and administrative support.
• Continued investment in technology, compliance and adviser development.
• Clear scope for career progression as the business grows.