Senior Financial Planner

Financial Divisions; England; On-site; GBP 72,000 - 85,000; Full time

Job summary

A leading financial planning firm in the UK is seeking a Senior Financial Planner, ideally Chartered. You will manage a client bank of 100 clients, each averaging £750k - £1m in investments. The role is based in Stanstead, with a focus on providing comprehensive financial advice. The firm supports financial planners with dedicated admin and paraplanning resources, ensuring your time is centered on client management.

Qualifications

• Proven experience as a Financial Planner, ideally Chartered.
• Manage a bank of approximately 100 clients.
• Strong knowledge of investment options and pension schemes.

Responsibilities

• Take over a client bank from a retiring adviser.
• Provide whole-market financial advice to clients.
• Work closely with clients to manage their financial affairs.

Skills

Client management

Financial planning

Retirement planning

Investment advice

Education

Chartered Financial Planner qualification

Job description

Senior Financial Planner (ideally Chartered)

• Senior Financial Planner (ideally Chartered)
• Manage client bank of 100 clients
• Average client has £750k - £1m invested
• Offices in Stanstead (Herts/Essex)
• Up to £85,000 basic salary plus bonuses

The Company

My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 2 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. In their current setup they manage the affairs of clients with assets ranging from £750k - £5m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. The advisers meet their clients face to face and virtually and all all based across Essex, Herts and East Anglia.

The role

The Managing Director requires an experienced Financial Planner (ideally Chartered) to be based in their Stanstead office but with the occasional trip to other offices in Cambridge who will take over a client banks from a retiring adviser. The adviser will be retiring in 18 months time so they wish to have a thorough handover period with all their clients, approximately 100 clients who have £750k - £1m of invested assets on average. You will have dedicated admin and paraplanning support so your focus can be solely on the clients you are looking after.

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