Senior Financial Planner

4 days ago

Leatherhead, United Kingdom Financial Divisions Full time

Senior Financial Planner - manage existing HNW clients from CEO - £60k - £90k basic salary plus bonus

My client are a Chrtered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 250 cases with assets ranging from £500k - £8m. 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 some of their cases stretching back 20 years.

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. The support team comprises of an experienced team of pooled Administrators & Paraplanners and are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams.

The Managing Director is creating a brand-new role for a Chartered Financial Planner (or very close to completion) who will be responsible for managing a portion of his existing book of business. Clients are mainly based in Surrey but they look after individuals in the North of England too and abroad. This is a servicing role and will be suitable for an a candidate who has a background in an independent wealth planning firm and can work with complex HNW cases and has the gravitas to be worthy of receiving the baton of the business's best clients. You will have dedicated admin and paraplanning support as well as a dedicated Operations Manager.

  • Salary: £70k - £90k (negotiable) + bonuses
  • Attractive benefits package and holiday allowance
  • Manage existing book of business from CEO
  • Full Paraplanning and Administration support from a pooled team

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

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