Senior Financial Planner

3 days ago


London Area, United Kingdom mbf Full time

Job Title: Senior Financial Planner

Location: London

Salary: Up to £100,000, plus Bonus & Benefits



An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London. In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring - the total client bank currently generates circa £1M AUM and the successful candidate will be given a client portfolio generating an annual revenue of £500,000. This is a unique chance to provide private client advice to a well-established portfolio of clients who have been with the business for many years.



Key Responsibilities:

Client Management: Take over and manage a portfolio of clients, providing expert financial advice tailored to their individual needs and financial goals.


Retirement Transition: Facilitate a smooth transition of the client bank from the retiring adviser, ensuring continuity of service and maintaining strong client relationships.


Revenue Generation: Maximise revenue opportunities within the assigned client bank, contributing to the overall financial success of the Wealth Manager.



Requirements:

  • Proven experience as a Financial Planner with a focus on private clients.
  • Ideally Chartered Financial Planner status via the CII; although those within two exams will be considered.
  • Strong understanding of wealth management principles and financial planning strategies.
  • Excellent interpersonal and communication skills.



Benefits:

  • Competitive salary up to £100,000 per annum.
  • Performance based bonus.
  • Comprehensive benefits package.
  • Opportunity to work with a prestigious and established Wealth Manager.



  • London, Greater London, United Kingdom Financial Divisions Full time

    Unlock Your Financial PotentialAs a seasoned Financial Planner, you will have the opportunity to excel in a dynamic and entrepreneurial environment. Our client, a reputable Chartered firm, offers a unique self-employed role with a financial draw/support for 12-18 months. This innovative solution allows you to build a viable book of business or bring your...


  • London, Greater London, United Kingdom Financial Divisions Full time

    As a Technical Financial Planner Leader at Financial Divisions, you will play a crucial role in imparting your knowledge across the business, creating a culture of excellence and driving growth.You will work closely with clients to develop comprehensive financial plans, utilizing your expertise to navigate complex technical cases and deliver high-quality...


  • Greater Leeds Area, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates are partnered with a leading national wealth planning company to recruit for a Senior Financial Planner to join their Leeds office. The role will be to take over a sizeable existing client bank and build upon it. You will need to have the gravitas to build and retain relationships alongside giving a premium tailored service to HNW/...


  • Greater Leeds Area, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates are partnered with a leading national wealth planning company to recruit for a Senior Financial Planner to join their Leeds office. The role will be to take over a sizeable existing client bank and build upon it. You will need to have the gravitas to build and retain relationships alongside giving a premium tailored service to HNW/...


  • London, United Kingdom Financial Divisions Full time €45,000 - €52,000

    Paraplanner/Assistant Financial Planner (Client facing) City of London/ Partial remote (2 Days in office) £45,000 to £52,000 Plus bonus and excellent benefits package My client is an award-winning premier Wealth Manager providing financial planning and an investment management service to HNW and UHNW individuals. As part of their strategy to promote...


  • London, Greater London, United Kingdom Eden Resourcing Full time

    Unlock Your Potential as a Senior Financial PlannerWe are seeking a highly skilled and ambitious Financial Planner to join our team at Eden Resourcing. As a Senior Financial Planner, you will have the opportunity to work with a portfolio of high net worth clients, providing holistic advice and tailored solutions across retirement, investment, tax, and...


  • London, Greater London, United Kingdom Hays Senior Finance Full time

    About the RoleWe are seeking a highly skilled Strategic Financial Planner to join our Senior Management Accountant team in London. As a key member of the finance team, you will be responsible for preparing monthly management accounts, variance analysis and presentation to the board, business partnering with operational budget holders, financial planning and...

  • Financial Planner

    5 months ago


    London, United Kingdom CV Elite Full time

    **The Person**: The successful Financial Planner (Financial Advisor, Financial Adviser, Senior Paraplanner) will be a warm relationship builder who is service orientated and who is capable of delivering a personalised and holistic financial planning service of the highest standard, providing clarity and empowering clients to make informed decisions. You will...


  • London, United Kingdom mbf Full time

    Job Title: Senior Financial PlannerLocation: LondonSalary: Up to £100,000, plus Bonus & BenefitsAn exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London. In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring - the total client bank currently...


  • London, United Kingdom mbf Full time

    Job Title: Senior Financial PlannerLocation: LondonSalary: Up to £100,000, plus Bonus & BenefitsAn exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London. In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring - the total client bank currently...


  • London,, UK, United Kingdom mbf Full time

    Job Title: Senior Financial PlannerLocation: LondonSalary: Up to £100,000, plus Bonus & BenefitsAn exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London. In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring - the total client bank currently...


  • London, United Kingdom mbf Full time

    Job Description Job Title: Senior Financial Planner Location: London Salary: Up to £100,000, plus Bonus & Benefits An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London. In this role, you will be entrusted with managing a portion of the client bank of an existing adviser who is retiring - the total...


  • London, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office. The role will see you working alongside other key stakeholders in the business to develop new client relationships. This role would suit an individual who is dynamic and enjoys networking...


  • London, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office. The role will see you working alongside other key stakeholders in the business to develop new client relationships. This role would suit an individual who is dynamic and enjoys networking...


  • London,, UK, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office. The role will see you working alongside other key stakeholders in the business to develop new client relationships. This role would suit an individual who is dynamic and enjoys networking...


  • London, United Kingdom Nigel James Associates Ltd Full time

    Job Description Role Nigel James Associates are partnered with a national wealth planning company with fantastic reputation to recruit for Financial Planner to join their London office. The role will see you working alongside other key stakeholders in the business to develop new client relationships. This role would suit an individual who is dynamic and...


  • London, Greater London, United Kingdom Job Switch Ltd Full time

    Company Overview:At Job Switch Ltd, we are seeking a seasoned Senior Financial Planner to join our team. As an independent financial advisor, you will be responsible for providing expert financial guidance to clients and helping them achieve their long-term goals.Estimated Salary: £60,000 - £80,000 per annumJob Description:We are looking for a fully...


  • London Area, United Kingdom Financial Divisions Full time

    Our Client-Focused Opportunity:We are seeking a skilled and experienced Paraplanner to strengthen our team in our London office, working closely with Financial Planners to provide exceptional client service.The Role:Prepare high-quality, client-focused reports and assist with annual reviews to deliver exceptional client service.Develop and maintain cashflow...


  • London, United Kingdom Synchronicity Financial Services Full time

    Our client is a leading wealth management company who are continuing to grow their London office and looking to add an experienced Chartered Financial Planner to their high performing team.You will have at least 4 years experience advising HNW clients in all areas of financial advice and have proven ability to win new business. There are clients to take...


  • London, United Kingdom Synchronicity Financial Services Full time

    Our client is a leading wealth management company who are continuing to grow their London office and looking to add an experienced Chartered Financial Planner to their high performing team.You will have at least 4 years experience advising HNW clients in all areas of financial advice and have proven ability to win new business. There are clients to take...