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  • Financial Planner

    3 months ago

    London Area, United Kingdom Waterhouse-Kern Associates Full time

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  • Financial Planner

    2 months ago

    London, Greater London, United Kingdom Reed Full time

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Financial Planner

3 months ago

London, United Kingdom Financial Divisions Full time

Financial Planner - North London - manage existing clients with accountancy background - Salary negotiable £60k - £80k plus bonuses

My client are a boutique independent wealth planning firm with offices in North London near Camden who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners, however they have a key focus on accountancy professionals. In their current setup they manage the affairs of 1000 clients with assets ranging from £500k - £5m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM.

The business has won numerous awards and is very engaged in the local community events and are advocates of many charitable causes. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention with some relations stretch back over 20 years.

The Managing Director is creating a brand-new role for a Financial Planner who will be responsible for managing a portion of their existing book of business who are based in North London and into Hertfordshire/Buckinghamshire area. This role will be suitable for a candidate who has a background in an independent wealth planning firm and can work with complex cases. You will have dedicated admin and paraplanning support to allow you to focus on clients.

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