Independent Financial Planner

4 days ago


Bicester, United Kingdom Financial Divisions Full time

**Independent Financial Planner - Near Bicester (Oxford) Manage a book of 50 longstanding HNW clients, £22m AUM - £60k - £70k salary, commissions, bonus**
Are you a Financial Planner with an extensive background in private client wealth management? are you looking for a new opportunity in a medium sized IFA firm.
My client, who I have placed staff with are an independent wealth planning practice with offices in London, Berkshire and Oxford. My client has been operating in various guises for over 20 years. They have an excellent reputation providing the highest levelsof financial advice to HNW private clients who are City professionals, retirees, accumulators and families. My client has a highly experienced team of administrators and paraplanners who support the advisers.
I am speaking directly to the Director. Business is busier than ever with a growing number of new queries coming into their inboxes through referrals and recommendations. However they have made an acquisition of clients in the East Oxford area amounting to£22m AUM across 50 clients. My client are looking for an adviser to manage this book of clients which can be done more remotely with the occasional face to face visit with the clients. A large proportion of the advice the clients require is across Pensions,Investments, Estate Planning & IHT planning. You will benefit from full support paraplanning and admin support.
- Salary - £60k - £70k (negotiable)
- Remote role with some occasional client visits

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 roles, I am working on please get in touch.



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