Senior Financial Planner

ZipRecruiter; London; On-site; GBP 100,000 - 125,000; Full time

Job description

Job Description

Role

We are delighted to be working with a leading independent wealth planning company with a fantastic reputation to recruit for an experienced Financial Planner to join their team. The role has been newly created as part of succession planning taking over an existing portfolio of HNW clients based/living mainly in Sussex, Surrey and Hampshire. You will be provided with full admin and paraplanning support and work as part of an established team within the company who have also worked with these clients for a number of years. There will be no hard targets for new business as the main focus of the role will be to manage these clients effectively, providing quality service and advice.

Requirements

To be considered for this role, you must be an experienced Financial Planner (ideally 5 years plus experience) and be used to dealing with HNW clients (ideally investments upwards of £500k). You must be DipFS qualified, but ideally, my client is looking for somebody that is Chartered. You need to be professional in your approach but also affable, being able to work well with others in a team environment. You must value providing a high level of service and be planning-focused in your approach. It is not a prerequisite whatsoever, but if you have some sort of client following to bring with you, that would be advantageous. However, the main priority for our client is to secure an experienced Financial Planner that provides quality advice.

Why join?

This is an opportunity to join a fantastic financial planning business with a great reputation that truly values their clients as well as their employees. They have a brilliant culture and have created a great working environment. This is a unique role to take over an existing portfolio of HNW clients and be paid well to manage them. For the right person, our client would pay up to a six-figure basic plus bonuses based on the growth of your overall client revenue, a company-wide discretionary bonus, and brilliant benefits. If you are a professional, experienced Financial Planner looking for your next role working for a standout company in the industry, then this is the role for you!

What next?

If you are keen to find out more about this particular role/company and have the required experience and skillset to be considered, then please get in touch or apply!