Financial Planner
Leigh-on-Sea
Clients to inherit and Partnership pathway
We are recruiting an ambitious and high-calibre Financial Planner to join a growing Financial Planning team based in Leigh-on-Sea.
The successful individual will inherit part of a substantial existing HNW client bank and will work with affluent individuals, families, business owners and trusts, delivering holistic, goal-based financial planning.
This role would suit an adviser already accustomed to working with higher-net-worth clients, managing larger client banks and recurring income books and delivering complex financial planning strategies.
The business has built an exceptional reputation within the market and combines a collaborative culture with a strong focus on professional development, client service and long-term career progression.
The Opportunity
- Existing HNW client bank to inherit
- Salary circa £70,000+ depending on experience
- Uncapped bonus structure based on revenue generated
- Partnership route available with profit-share structure
- Strong paraplanning and operational support
- Industry-leading sales support programme
- Further exam support available
- Generous holiday allowance
- Private medical insurance
- Pension scheme
- Income protection
- Death in service cover
To be considered for the role:
- Be an experienced Financial Planner with a minimum of 2 years’ advisory experience
- Ideally be Chartered or working towards Chartered status
- Have strong technical knowledge across investments, pensions, ISAs, bonds and protection
- Be organised, professional and capable of working autonomously
- Have a genuine passion for delivering high-quality financial planning
If you have experience within complex cases/ HNW clients and are looking to join a supportive firm with excellent career prospects, please apply today or contact us for more information.