Financial Planner - Director/Partner

Synchronicity Group; England; Hybrid; GBP 50,000 - 90,000; Full time

Job summary

A leading wealth manager is seeking an experienced Financial Planner for their Southampton office, following retiring Partners. The role offers growth opportunities to Associate Director, Director, or Partner level, and includes comprehensive support for new business with potential lucrative benefits based on client assets.

Benefits

Bonus scheme

Good benefits package

Bespoke package linked to assets transferred

Qualifications

• 4+ years of financial planning experience required.
• Established client relationships of at least £30m AUM or introducer relationships.
• Ambitious and motivated professional.

Responsibilities

• Support continued business growth in the region.
• Lead a team in the future as a player/manager.
• Provide support for new business avenues with paraplanning and admin assistance.

Skills

Financial planning experience

Relationship management

Job description

Synchronicity Financial Services are working with a leading wealth manager to recruit an experienced Financial Planner to join their Southampton office.

As a result of retiring Partners, our client is looking for a highly motivated and ambitious, experienced Financial Planner to help support the continued growth of the business in the region and will offer a clear progression path and a route to equity.

You will have 4+ years financial planning experience and either a likely client following of at least £30mAUM, post restrictive covenants, or established introducer relationships that you can bring with you. There are already many new business avenues in place for you to benefit from also, as well as full paraplanning, admin and marketing support. This role can be offered at Associate Director, Director, or Partner level. There is no man-management responsibilities, but the opportunity to lead a team in the future as a player/manager is definitely possible.

This role is offered on a hybrid basis with typically 3 days a week in the office. Salary advertised is a guide of the base, there is a bonus scheme and a good benefits package on top. For someone with a good client bank to bring, they will also offer a bespoke package linked to assets transferred in the first few years which can be very lucrative.