Senior Financial Planner

ZipRecruiter; Egham; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading financial planning firm is seeking a Level 4 adviser to manage a client portfolio and develop new business opportunities. The firm emphasizes balance, offering competitive compensation, a bonus structure, and a supportive work environment that allows advisers to focus on client relationships.

Benefits

25 days annual leave

A day off for your birthday

Contributory pension scheme

Private healthcare

Life assurance

Health insurance

Qualifications

• Minimum 5 years post-CAS experience required.
• Preferably a Chartered adviser.

Responsibilities

• Manage a sizable client portfolio and develop new business.
• Service existing clients and inherit clients from a retiring planner.

Skills

Client management

Business development

Communication

Education

Level 4 adviser qualification

Job description

Job Description

Balance. All people want is a balance between the work they put in and the rewards they get out.

At many firms, this isn't the case. You may not get the clients or support needed, and unrealistic expectations might be placed on you. Often, the rewards are weighted towards the company, not the individual. But here, at this financial planning firm, they get the balance right.

They are transparent from the outset about what you'll inherit and what you need to do. For this role, that means enough ongoing advice fees to cover your 3.5x salary validation, so from day one, you know what you're walking into.

Your client bank will require servicing, which reduces the time available for developing new business. However, this existing client bank offers opportunities for new business, both directly and through referrals. Since you'll be inheriting clients from a retiring planner, you'll have ample opportunity to expand your work with them.

The firm offers different services so clients with less complex needs can be managed by other advisers, allowing you to focus on clients with ongoing needs. As you grow your book, you'll earn a bonus of 15% on growing ongoing fees, rewarding both immediate new business and long-term client retention.

In addition to a generous bonus, you'll receive a competitive salary ranging from £70,000 to £100,000, depending on experience and qualifications.

Benefits include:

• 25 days annual leave
• A day off for your birthday
• Contributory pension scheme
• Private healthcare
• Life assurance
• Health insurance

You will have support from paraplanners and administrators in your local office, allowing you to focus your time on clients rather than paperwork.

What you'll need:

You'll need to be a Level 4 adviser (preferably Chartered) with at least 5 years of post-CAS experience. You should have the energy, determination, and ability to manage a sizable client portfolio and develop new business.

If you're seeking balance and a company that treats you fairly, click apply to learn more. Don't worry if you don't have a CV; just send your contact details, and we can discuss further. Everyone will receive a response.