Financial Planner - Succession Opportunity

mbf; England; Hybrid; GBP 70,000 - 110,000; Full time

Benefits offered by this job

Flexible salary

35% bonus on new business

Uncapped earning potential

Excellent benefits package

Full paraplanning and administrative support

Job summary

A leading financial advisory firm seeks a Financial Planner to manage a prestigious client portfolio of ultra-high-net-worth families. The ideal candidate will have at least three years of experience and a Level 4 Diploma. This role offers significant earning potential with a negotiable salary and excellent benefits package, along with the flexibility of home-based work.

Qualifications

• Minimum 3 years’ experience in financial planning.
• Level 4 Diploma qualified, Chartered preferred.
• Located within commuting distance of Sidcup or the South East.

Responsibilities

• Manage a well-established client book of UHNW families.
• Build trusted relationships with clients.
• Focus on exceptional client service and relationship management.

Skills

Holistic financial advice

Client relationship management

Interpersonal skills

Entrepreneurial mindset

Flexible/adaptable

Education

Level 4 Diploma in Financial Advice

Job description

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Are you an experienced Financial Planner seeking a rare opportunity to inherit a high-quality client book and build long-term relationships with ultra-high-net-worth families?

This is a genuinely exceptional succession role with one of the UK’s leading national financial advisory firms, a business managing over £7Bn in client assets and continuing to grow through strategic acquisition.

The Opportunity

You’ll take over a well-established client book following the firm’s recent acquisition of a prestigious regional practice. The portfolio consists of around 200 UHNW families, producing approximately £700k of recurring income, and has been nurtured by the existing adviser over 40 years.

Over the next 12–18 months, you’ll work closely with the current adviser to build trusted relationships with clients, ensuring a smooth transition before taking full ownership of the book.

The focus is on exceptional client service and relationship management, though the role also offers significant potential to develop and grow the portfolio further.

• Fully serviced client bank provided – c.200 UHNW families
• Full handover and mentoring period from the existing adviser (retiring 2027)
• Home-based role with flexible working and office access as required
• Client locations primarily across London, Kent, Surrey, and Sussex
• Full paraplanning and sales support provided

About You

• Level 4 Diploma qualified (Chartered or working towards preferred)
• Minimum 3 years’ experience providing holistic financial advice
• Strong client relationship and interpersonal skills
• Entrepreneurial and commercially minded with a focus on long-term service
• Located within a commutable distance of Sidcup or the South East region
• Highly flexible basic salary, fully negotiable for the right individual
• 35% bonus on new business written + share of recurring income
• Uncapped earning potential
• Excellent benefits package
• Full paraplanning and administrative support

This is an outstanding opportunity for a high-calibre Financial Planner to step into a ready-made UHNW client bank and continue a legacy of exceptional service, with the full backing of a national, well-resourced advisory business.

Seniority level: Mid‑Senior level

Employment type: Full‑time

Job function: Finance