Job Description
Basic Up to £85k + Package + Paraplanning + Bonuses - Retiring Advisor Summer 2026 - £100m AUM
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Financial Planner role: You will take over a significant book (£100m AUM) of clients from the retiring advisor and complete a successful handover process. Full paraplanning and admin support is provided for the Financial Planner role.
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The Company offer a superb package including an excellent basic salary, uncapped bonuses, annual bonuses, 25 days holiday (excluding bank holidays) and much more.
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To apply for the Financial Planner role, you must have:
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- the legal right to work in the UK
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- a demonstrable proven track record of consistent success within your current role
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- full Diploma in financial planning
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- Evidence of commitment to previous employers
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Please send your CV in confidence quoting Ref: 867543
