Financial Planner

JR United Kingdom; Watford; On-site; GBP 80,000 - 85,000; Full time

Job summary

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.

Benefits

Pension Scheme

Electric Car Scheme

25 days holiday plus bank holidays

Annual season ticket loan

Referral incentive scheme

DIS benefit

Eye Tests

Legal Services

Qualifications

• Experience in independent wealth planning necessary.
• Preferably Chartered or aiming for Chartered status.
• Background in restricted advice also considered.

Responsibilities

• Manage a book of clients worth £35m.
• Provide whole-market financial advice.
• Focus on servicing rather than generating new business.

Skills

Client management

Financial planning

Pension advice

Investment advice

Tax planning

Education

Chartered status or aiming for Chartered

Tools

Intelligent Office

Cashcal

FE Analytics

Job description

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Financial Planner, Watford, Hertfordshire

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Client:

Financial Divisions

Location:

Watford, Hertfordshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

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].