An exciting opportunity has arisen for an experienced Financial Planner to join a leading national wealth management organisation with an established reputation in the UK market.
This is a particularly attractive opportunity to inherit an established client bank of approximately £60m AUM based throughout Cornwall and Devon. With an existing portfolio, recurring income and dedicated paraplanning and client services support, you'll have a strong foundation from which to build and grow your business.
The role offers remote working across Cornwall and Devon, alongside the backing of a well-resourced national business investing in local brand awareness and new business generation.
What's on Offer?
Salary up to £75,000, depending on qualifications and experience.
Inherited recurring income and an attractive bonus structure.
Dedicated paraplanning and administrative support.
Remote working across Cornwall and Devon.
Investment in local marketing to support new business development.
The backing and infrastructure of a major national wealth management business.
- An established £60m client bank
About You
We're looking for an ambitious, commercially minded Financial Planner who is confident managing an established client portfolio while identifying opportunities to develop new business.
You'll ideally be a Chartered Financial Planner, although candidates very close to achieving Chartered status will also be considered. Strong relationship-building skills, a client-first approach and a genuine appetite for growth are essential.