Senior Financial Planner

3 days ago


London, United Kingdom mbf Full time €100,000

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.


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.


Proven experience as a Financial Planner with a focus on private clients.
Ideally Chartered Financial Planner status via the CII; Strong understanding of wealth management principles and financial planning strategies.
Competitive salary up to £100,000 per annum.
Performance based bonus.
Comprehensive benefits package.



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