Financial Planner: Inherit £40m AUM | Hybrid & Support

Financial Divisions; Devon and Torbay; Hybrid; GBP 72,000 - 88,000; Full time

Job summary

Financial Divisions in the United Kingdom is seeking an experienced Financial Planner to join a growing independent firm with a substantial client bank and a strong adviser support infrastructure.

You will inherit a client base and benefit from a flexible hybrid working arrangement, extensive paraplanning support, and a comprehensive Training & Competence framework to advance towards Chartered status.

Qualifications

• 2+ years as a Financial Planner.
• Ambition to grow within an independent firm.

Responsibilities

• Provide holistic financial planning advice and build long-term client relationships.
• Work with strong adviser support infrastructure including administration and paraplanning.
• Utilise hybrid working to manage your diary and client engagements.

Skills

Financial planning

Relationship building

Autonomy

Job description

Financial Divisions in the United Kingdom is seeking an experienced Financial Planner to join a growing independent firm with a substantial client bank and a strong adviser support infrastructure.

You will inherit a client base and benefit from a flexible hybrid working arrangement, extensive paraplanning support, and a comprehensive Training & Competence framework to advance towards Chartered status.