Financial Planner

Financial Planner

An established and highly regarded independent wealth management firm is looking to appoint a Financial Planner to join its growing team. This is a rare opportunity to inherit an existing client bank (£9m–£14.5m AUA) while also having the flexibility to shape the role around your strengths – whether that’s relationship management or business development.

The Opportunity

• Inherit and develop an existing client bank
• Work within a collaborative, close-knit team environment
• Flexibility to focus on servicing clients, developing new business, or a blend of both
• Access to referrals, introducer relationships and networking opportunities
• Strong administrative support and well-established internal systems

Clients

You will work with a diverse client base including business owners, professionals and high-net-worth individuals, as well as younger clients at earlier stages of their financial journey. The firm takes a long-term, relationship-led approach and does not operate rigid minimum thresholds.

The Role

• Provide holistic financial planning advice across pensions, investments and protection
• Manage and develop ongoing client relationships
• Conduct suitability reports, cashflow modelling and advice delivery
• Identify and support new business opportunities where appropriate
• Work closely with internal teams to deliver a high-quality client experience

Requirements

• Level 4 Diploma qualified (minimum)
• Competent Adviser Status (CAS)
• Previous experience in a Financial Planning role
• Strong relationship management and communication skills

Package

• Competitive Basic salary dependant on experience and qualifications
• Bonus (with no upper earning limit longer term)
• Pension and private medical

Additional Information

This is a predominantly office-based role to support collaboration and development, with some flexibility for home working.

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