Financial Planner

This chartered financial planning firm with many UHNW clients prides itself on the quality of its holistic bespoke advice service.  They are offering a basic salary of up to £70,000 and OTE with a good benefits package including death in service, and a HNW client bank provided.

This is a fantastic opportunity for an employed Wealth Adviser to take over an existing high net worth client portfolio at an independent Financial Advisory firm. This client is committed to providing the very best possible service to their clients and Independent Financial Planners. This is a company where IFAs stay, as people thrive!

If you’re looking for a full-time, employed financial advice role, with an exciting forward-thinking financial services company, then this is the role for you! You’ll be providing holistic, independent financial advice solutions with an unlimited earnings potential!

Through their national admin centres and offices, this client also provides full support to their IFAs, ensuring they provide the best service possible to their clients. 

Does this describe you? 

• Self-motivated, efficient, thorough and forward thinking, but enjoys being part of a friendly team
• Professional, proactive, and a positive attitude with an ability to multi-task
• Self-organised and able to prioritise workload to meet agreed deadlines
• Highly customer focused, with analytical thinking and highly developed interpersonal skills
• A minimum of two years in regulated Financial Advice

Your role: 

• Managing a high net worth client bank
• Providing financial advice to clients on a range of financial planning solutions
• Actively seeking and identifying new financial planning opportunities with clients to generate new business
• Enjoying building and maintaining business relationships with professional connections
• Meeting and exceeding agreed income and quality control targets
• Ensuring a high-quality service, so that client needs are regularly reviewed and met

This is a really fantastic opportunity for an ambitious, energetic and motivated Financial Planner to join a growing wealth management company who can offer a competitive remuneration, an excellent benefits package along with a welcoming and friendly working environment.