Senior Financial Planner

Premier Jobs UK Limited; England; On-site; GBP 75,000 - 90,000; Full time

Job summary

A national financial advisory firm is seeking a Financial Planner in Borehamwood. You'll take over a high-net-worth client bank and receive comprehensive support and training. This role offers a salary of £75,000 to £90,000, with OTE exceeding £110,000 and a generous bonus structure. Ideal candidates will have a Level 4 Diploma in Financial Planning, strong interpersonal skills, and a proven ability to grow a client base through referrals.

Benefits

Generous bonus scheme

Additional annual incentives

Comprehensive company benefits

Qualifications

• Experience as a Financial Advisor, preferably over 5 years with HNW clients.
• Track record of growing a client bank through referrals.
• Use cashflow modelling to identify IHT liabilities.

Responsibilities

• Conduct in-depth reviews to understand clients' financial goals.
• Advise on pensions, savings, and investments.
• Formulate financial strategies with support from the team.

Skills

Client-centric approach

Interpersonal skills

Cashflow modelling

Dedication to client services

Professionalism

Education

Level 4 Diploma in Financial Planning or equivalent

Chartered status or working towards

Job description

Overview

Our client is seeking a Financial Planner in the North London / South Hertfordshire area to join their IFA team. They offer a highly competitive salary linked to recurring income and a generous monthly bonus of 25% of initial fees on all new business written, plus additional tiered annual bonus for meeting benchmarks. You will be supplied with an existing high-net-worth client bank to take over and grow, with a full back-office support team of Paraplanners and Administrators and state-of-the-art AI processes to enable you to concentrate on client-facing factfinding and recommendation meetings. You will provide fully independent financial planning advice offering cashflow modelling.

You should be client-focused, enjoy building strong relationships, and provide excellent service to your clients. You should look to grow this client bank organically through referrals.

Responsibilities

Conduct in-depth reviews to understand clients\' current and future financial goals and objectives. With the support of the back-office team and AI-generated reports formulate appropriate financial strategies. Advise on pensions, savings, investments and other financial needs.

Requirements

• You must hold full Level 4 Diploma in Financial Planning or equivalent
• Ideally you should be chartered or working towards
• You should have 5+ years\' experience as a Financial Advisor; experience is measured more by advice given to HNW individuals than length of service
• You should have a proven track record in growing a client bank through referrals and addressing needs with upcoming budget changes from April 2027
• You should have used cashflow modelling to identify IHT liabilities and strategies to mitigate them
• You should have a client-centric approach and dedication to doing the right thing for clients to meet financial objectives and tax strategies
• You should have excellent interpersonal skills, approachability, professionalism and good IT skills

Benefits

• Salary of £75,000 – £90,000, growing as you increase the recurring income of your client bank
• OTE of £110,000+
• Generous bonus scheme to reward new business written, paid monthly
• Additional annual incentive available
• Plus company benefits

Company

This national IFA firm with over £5bn of AuM is looking to significantly grow their business. Achieving such growth depends on having the right people in the business. They aim to build a strong team of passionate and skilled team members.

Location

Borehamwood

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