Financial Planner

Financial Planner – Berkshire, £60k - £85k, basic salary plus bonuses - realistic take home pay £100k+ in Year 1

My client is a boutique Independent Financial Advice firm with a presence across the Thames Valley who I have met and placed 10 members of staff with. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages, and some Protections. They prefer to do holistic financial planning rather than transactional pieces of work. They have built a very good reputation locally and they are on course to obtaining their Chartered status as a business.

Their clients are a mix of working professionals, wealth accumulators, business executives, retirees and HNW families with very substantial assets to be managed. The highest net worth cases have over £1m to invest. Business is busier than ever with 150+ clients in their current setup, and this is growing through referrals and recommendations. They have enough business and high-quality leads coming into their inboxes that they cannot convert due to how busy they are, so there is very substantial untapped business to be had.

They have ambitions to expand the business greatly over the next 3 -5 years by doubling their staff count and AUM. They have no intention of joining a larger national firm and be acquired, they wish to remain wholly independent as it is in the best interest of their clients. The business prides itself on using the latest tech and giving their staff high quality equipment to complete their jobs to the highest quality and in the most efficient manner and they are investing heavily in staff development via the industry exams and on the job training.

My client is creating a brand-new role within the business for an established Financial Adviser either Chartered or on their way to Chartered with a background in an independent firm. The successful candidate will be given access to all the incoming enquiries and leads to manage and convert into new business. These potential clients have considerable assets to be managed which the fees would more than covers an advisers’ salary with the potential to earn 6 figure take home pay in year 1.

The role will be office based. You will have your Level 4 Diploma and be Chartered or studying towards this. My client can offer a very secure and rewarding role, with an excellent benefits package and bonus structure including pensions, death in service and very substantial earning potential. My client are looking to offer between £60k - £85k basic salary + bonuses.

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 Adviser/Planner roles I am working on please get in touch - [email protected]