Financial Planner (Existing Client Book) - £70k-£80k

Ferguson Dean; Cardiff; Hybrid; GBP 70,000 - 80,000; Full time

Job summary

A leading firm in Cardiff seeks a Financial Planner to manage an existing client book worth circa £50 million AUM. You'll focus on servicing clients and developing new business in a supportive environment with full Paraplanning and Admin staff. This is a great opportunity for someone looking to enhance their career by joining a trusted local firm.

Benefits

Private Medical Insurance (PMI)

Death in Service (DIS)

28 days holiday + bank holidays

Full Paraplanning and Admin support

Qualifications

• 5+ years of advice experience in financial planning.
• Proven track record of providing regulated Financial Advice to private clients.
• Strong client engagement skills.

Responsibilities

• Manage and service an existing client portfolio.
• Focus on client engagement and relationship management.
• Expand the book through referrals and business development.

Skills

Client Relationship Management

Financial Advisory Skills

Business Development

Education

Level 4 Diploma (CII, CISI, or LIBF)

Job description

Job description

Job Role: Financial Planner (Existing Client Book)

Location: South Wales (Cardiff Office)

Salary: £70,000-£80,000 + Bonus

Ref: 9589

Recruit UK is working with an established IFA in Cardiff who is seeking a Financial Planner to join their team. This role involves taking over an existing portfolio of clients, making it primarily a servicing position, with a small focus on expanding the book through referrals and business development.

The company has designed its proposition to free up Advisers’ time, allowing them to focus on client engagement and relationship management. Alongside full Paraplanning and Administration support, their client service team handles all pre- and post-meeting prep.

This is a field- and home-based role, with access to their Cardiff office.

What’s on Offer:

• Salary of £70,000-£80,000 + revenue-based bonus
• Benefits include PMI, DIS, 28 days holiday + bank holidays
• Existing portfolio to inherit with circa £50 million AUM
• Full Paraplanning and Admin support

Requirements:

• Level 4 Diploma (CII, CISI, or LIBF)
• 5+ years of advice experience
• Proven track record of providing regulated Financial Advice to private clients

This is an excellent opportunity to join a trusted local firm and seamlessly transition into a new role by taking over an established client base. With a robust support structure in place, you’ll have the tools needed to grow this portfolio and significantly boost your earnings.