Financial Planner, Bishop's Stortford, £80,000 - £85,000 + Bonus (£10,000 - £15,000)

ZipRecruiter; Bishop's Stortford; Hybrid; GBP 80,000 - 85,000; Full time

Job summary

An established wealth planning firm is seeking a skilled Financial Planner to manage a significant portfolio of high-net-worth clients. This role emphasizes client relationships and quality service over sales targets, allowing you to focus on providing comprehensive financial advice across various areas such as investments, retirement planning, and tax strategies. With a supportive administrative team and a rewarding environment, this opportunity offers a competitive salary and bonus potential, alongside a range of attractive benefits. If you're passionate about delivering exceptional client service in a dynamic setting, this role could be the perfect fit.

Benefits

Pension Scheme

EV Car Scheme

25 Days Holiday

DIS Benefit

Eye Tests

Legal Services

Annual Season Ticket Loan

Referral Incentive Scheme

Qualifications

• Experience as a Financial Planner/Advisor in wealth planning.
• Level 4 Diploma qualified; Chartered status preferred.

Responsibilities

• Manage relationships with 150 HNW clients and deliver holistic advice.
• Ensure client satisfaction without sales pressure.

Skills

Financial Planning

Client Relationship Management

Holistic Financial Advice

Tax Planning

Cashflow Modelling

Education

Level 4 Diploma

Chartered Status (desirable)

Tools

Quilter

Transact

AJ Bell

Intelligent Office

CashCalc

FE Analytics

Job description

Job Description

Manage £35m AUM

Benefits: Pension Scheme, EV Car Scheme, 25 Days Holiday (rising with service), DIS Benefit, Eye Tests, Legal Services, Annual Season Ticket Loan, Referral Incentive Scheme

The Opportunity- Financial PlannerOur client is a well-established, independent wealth planning firm based near Bishop's Stortford, providing whole-of-market advice to a loyal and growing client base across Hertfordshire, Sussex, Kent, and London. Serving HNW retirees, accumulators, families, and SME owners, the firm manages over 300 client relationships, with assets ranging from £250k to £8m.

The firm prides itself on long-standing client relationships, a strong professional introducer network, and a true client-first approach — with no sales targets, ensuring quality advice remains the core focus.

Due to internal restructuring, they are now seeking an experienced Financial Planner to take over and manage a book of approximately £35 million AUM (150 clients). This is a pure servicing role, freeing up a Senior Adviser to concentrate on new business .

Key Responsibilities:

• Manage and develop relationships with an existing portfolio of 150 HNW clients.
• Deliver holistic financial advice across pensions, investments, tax planning, cashflow modelling, retirement planning, protection, and more.
• Maintain and enhance client satisfaction without the pressure of sales targets.
• Leverage full administrative and paraplanning support to ensure client servicing remains a priority.
• Any new business you organically generate will be fully recognised and rewarded.

Ideal Candidate Profile- Financial Planner

• Previous experience as a Financial Planner/Advisor within an independent wealth planning environment.
• Level 4 Diploma qualified as a minimum; Chartered status or aspiration towards Chartered highly desirable (although restricted background candidates will also be considered).
• Comfortable servicing HNW clients and managing a significant AUM.
• Familiarity with platforms such as Quilter, Transact, and AJ Bell .
• Knowledge of Intelligent Office, CashCalc, and FE Analytics would be advantageous.
• Strong relationship management, technical competence, and a client-centric approach are essential.

Package:

• Base salary: £80,000 - £85,000 (negotiable depending on experience)
• Bonus potential: £10,000 - £15,000
• Pension Scheme
• Electric Vehicle (EV) Car Scheme
• 25 Days Holiday (increasing with service)
• DIS Benefit, Eye Test Cover, Access to Legal Services
• Annual Season Ticket Loan & Referral Incentive Scheme
• Hybrid working potential

If you are interested in this opportunity — or would like to discuss other similar roles — please get in touch with Sam at Financial Divisions.