Financial Planner - Manage £40m AUM - Up to £85k basic salary plus bonuses

ZipRecruiter; Bishop's Stortford; On-site; GBP 70,000 - 85,000; Full time

Job summary

A medium-sized independent wealth planning firm near Bishop's Stortford seeks a Financial Planner to manage £40m AUM. This role emphasizes client servicing rather than new business generation, offering significant support and a competitive salary with bonuses. Ideal candidates will possess relevant experience and may be working towards Chartered status.

Benefits

Pension Scheme

Electric Car Scheme

25 days holiday increasing with service

DIS benefit

EV Car Scheme

Eye Tests

Legal Services

Annual season ticket loan

Referral incentive scheme

Qualifications

• Experience in an independent wealth planning firm preferred.
• Aspiration towards Chartered status is beneficial.
• Background in restricted advice may also be considered.

Responsibilities

• Manage approximately £35m AUM in a servicing role.
• Provide full admin and paraplanning support.
• Generate new business is rewarded but not required.

Skills

Wealth Planning

Client Management

Financial Advice

Education

Chartered Financial Planner

Restricted Advice Background

Tools

Intelligent Office

Cashcal

FE Analytics

Job description

Job Description

• Financial Planner - Manage £40m AUM
• Bishop Stortford offices
• Herts based IFA firm - medium sized
• Salary £70k - £85k plus bonus scheme (£10k - £20k)
• Pension Scheme, Electric Car Scheme
• 25 days holiday increasing with service
• DIS benefit, EV Car Scheme, Eye Tests, Legal Services
• Annual season ticket loan & referral incentive scheme

My client are an independent wealth planning firm with offices near Bishops Stortford. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Essex, Herts and London. In their current setup they manage the affairs of 300 clients with assets ranging from £250k - £8m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes. They have very longstanding relations with a solicitor practice who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM.

The Managing Director is seeking to recruit an experienced Financial Planner who will manage c.£35m AUM. This is a purely servicing role which will free up the time of another adviser who is going to focus on generating new business. This role will suit a candidate with a background in an independent wealth planning firm who is preferably Chartered or aspires to work towards Chartered status. However, my client will consider someone with a restricted advice background. You will have dedicated admin and paraplanning support. Most of the funds under management are held on Quilter, Transact, AJ Bell amongst others. If you have knowledge of Intelligent Office, Cashcal or FE Analytics this would be helpful

• Salary: £70k - £85k (negotiable) + bonuses (£10k - £20k)
• Manage £40m AUM
• Full admin and paraplanning support
• Servicing role - no need to generate new business
• Any new business you do generate will be rewarded

If this role sounds of interest or any other roles I am working on please get in touch.