Our client is a forward-thinking wealth management company combining cutting-edge technology with expert financial advice to offer tailored solutions. Their mission is to empower individuals, families, and businesses to make informed financial decisions and achieve their long-term goals.
They offer comprehensive wealth management services, including investment portfolio management, retirement planning, tax-efficient solutions, and financial advice, all backed by industry expertise and advanced technology.
The Role
Our client is currently seeking a Financial Planner to join their growing team. In this role, you will provide comprehensive financial planning advice across pensions and investments to a diverse portfolio of clients. Our client offers an abundance of leads through marketing strategies, and the successful candidate can expect to build a client bank of approximately £50M AUM within three years.
While clients and leads will be provided, we are looking for a proactive planner eager to grow their portfolio through both company-sourced leads and self-generation. You should be passionate about delivering technology-led advice and embrace innovative thinking, as we believe the future of financial advice lies in combining human expertise with advanced technology.
Key Responsibilities
- Provide comprehensive financial planning advice, specialising in pensions and investments.
- Build and manage a portfolio of clients, leveraging company leads as well as self-sourced opportunities.
- Deliver personalised, technology-driven financial advice that adapts to clients' evolving needs.
- Maintain a client-centric approach, ensuring long-term relationships built on trust and transparency.
- Stay informed of industry trends, regulatory changes, and financial planning best practices.
Innovation and Technology
As a fintech business, our client utilises sophisticated algorithms and data-driven insights to optimise investment decisions and portfolios. By embracing automation alongside human expertise, they deliver efficient, personalised solutions that meet the unique needs of each client.
Company Culture
Our client fosters a collaborative, inclusive work environment that values creativity, innovation, and continuous learning. Their culture is diverse and equal-opportunity, creating a space where you can thrive, contribute, and make a positive impact in the financial advice industry.
What They Offer
- Starting salary of up to £80,000
- Uncapped 20% bonus in year one
- 27 days holiday
- 6% pension contribution
- Flexible working
- Income Protection
- Private Medical Insurance
- Death in Service
Sector:
- Financial Services
- Financial Planning
