Senior Financial Planner

3 weeks ago


England, United Kingdom Financial Divisions Full time €60,000 - €80,000

SJP Financial Planner - employed role (£60k - £80k) or self-employed Fully remote role but who can access offices across Southeast
They offer financial advice to HNW retirees, accumulators, local families and SME owners based across the Southeast. In their current setup they manage the affairs of 10,000+ clients with assets ranging from £200k - multiple millions. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and some esoteric schemes such as VCT & EIS schemes.

The Managing Director is looking to recruit 10+ Financial Planners with SJP experience (employed or self-employed) who will be responsible for managing existing clients that the business has acquired. This is a servicing role and will be suitable for a candidate who has a background in SJP and can work with complex HNW cases. You will be paid bonuses on initial advice fees at 50% once you have met 2x validation of your salary and 20% of ongoing fees.

Bonuses on IAF & OAF
Self-employed role: package are negotiable



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