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Chartered Financial Planner

  • City of London, London
  • Permanent
  • £70,000 to £90,000

Job details.

Job Title: Senior Financial Planner

Location: London

Salary: Up to £90,000, 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.

Key Responsibilities:

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.

Requirements:

  • Proven experience as a Financial Planner with a focus on private clients.
  • Ideally Chartered Financial Planner status via the CII; although those within two exams will be considered.
  • Strong understanding of wealth management principles and financial planning strategies.
  • Excellent interpersonal and communication skills.

Benefits:

  • Competitive salary up to £90,000 per annum.
  • Performance based bonus.
  • Comprehensive benefits package.
  • Opportunity to work with a prestigious and established Wealth Manager.

Sector:

  1. Financial Services
  2. Financial Planning

Benjamin Holmes

Founder & Key Account Manager

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