Financial Planner

**Financial Planner - Wokingham, £70k, possibly more for the right person, commissions paid at x 3 validation at 20% - realistic take home pay £100k in year 1**

Are you a Chartered Financial Adviser with at least 1 years' experience advising? My client is a boutique Independent Financial Advice firm with a presence across the Thames Valley who I have met and placed 3 members of staff with. They offer whole of marketadvice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and some Protections. They prefer to do holistic financial planning rather than transactional pieces of work. They have built a very good reputation locally and they are on course to obtainingtheir Chartered status as a business.
Their clients are a mix of working professionals, wealth accumulators, business executives, retirees and HNW families with very substantial assets to be managed. The highest net worth cases have over £1m to invest. Business is busier than ever moving into 2023,and my client has 150+ clients in their current setup, and this is growing through referrals and recommendations. They do not do any marketing activity whatsoever due to the excellent reviews they receive. They have enough business and high-quality leads cominginto their inboxes that they cannot convert due to how busy they are, so there is very substantial untapped business to be had. They have ambitions to expand the business greatly over the next 2 years by doubling their staff count and AUM. They have no intentionof joining a larger national firm and be acquired, they wish to remain wholly independent as it is in the best interest of their clients. The business prides itself on using the latest tech and giving their staff high quality equipment to complete their jobsto the highest quality and in the most efficient manner and they are investing heavily in staff development via the industry exams and on the job training.

If you are working within a Private Client Wealth Management role, providing holistic Financial Advice, then my client would like to talk to you. If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch