Enable job alerts via email!
Boost your interview chances
Create a job specific, tailored resume for higher success rate.
A leading independent wealth planning firm seeks an experienced Financial Planner to manage a £35m book of clients. This role offers dedicated administrative support and emphasizes client service over new business generation. Candidates are preferred to have a Chartered background in wealth planning.
Social network you want to login/join with:
col-narrow-left
Financial Divisions
Watford, Hertfordshire, United Kingdom
Other
-
Yes
col-narrow-right
3
31.05.2025
15.07.2025
col-wide
Financial Planner - Manage £35m book of clients (150 clients)
Bishop Stortford offices
Salary £80k - £85k plus bonus scheme
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-market financial advice to HNW retirees, accumulators, local families, and SME owners across Sussex, Kent, and London. They currently manage 300 clients with assets from £250k to £8m. Advisers consult on pensions, investments, tax planning, cashflow modeling, retirement planning, protections, and esoteric schemes. They have longstanding relations with solicitor practices, and advisers are not targeted, focusing on client service over AUM growth.
The Managing Director seeks an experienced Financial Planner to manage a £35m AUM book. This is a servicing role, allowing another adviser to focus on new business. Candidates with a background in independent wealth planning, preferably Chartered or aiming for Chartered status, are preferred. Restricted advice backgrounds will also be considered. Dedicated admin and paraplanning support is provided. Most funds are on Quilter, Transact, AJ Bell; knowledge of Intelligent Office, Cashcal, or FE Analytics is helpful.
Full admin and paraplanning support provided.
This is a servicing role with no requirement to generate new business, though any new business is welcomed.
Interested candidates or those seeking other roles should contact [emailprotected].