Financial Planner

An outstanding opportunity has arisen for an experienced Financial Planner to join a well-established and highly respected wealth management firm that is entering an exciting new phase of growth following its acquisition by a major national financial planning group.

This is a rare succession planning opportunity rather than a traditional sales role. Several highly experienced Financial Planners are due to retire over the next 2-3 years, creating a structured handover of longstanding client relationships and offering genuine long-term career prospects.

From day one, you'll inherit an established portfolio generating approximately £250,000 of recurring income, allowing you to focus on delivering exceptional advice and client service rather than spending your time generating new business. Over the following 12-18 months, you'll work closely alongside senior advisers as they gradually transition their client relationships, with the longer-term opportunity to inherit a significantly larger client bank.

The Role

\n
• Working alongside an experienced team of Paraplanners and Client Administrators, you will:
\n
• Deliver holistic financial planning advice to an established portfolio of HNW clients.
\n
• Conduct annual reviews and build long-term client relationships.
\n
• Provide advice across pensions, investments, retirement planning, protection and tax-efficient planning.
\n
• Identify additional planning opportunities within your existing client bank.
\n
• Ensure all advice meets FCA and Consumer Duty requirements.
\n
• Work collaboratively with a highly experienced technical support team, allowing you to focus on clients and advice delivery.
\n

What's on Offer?

\n
• Basic salary of £50,000 with an inherited recurring income of approximately £250,000.
\n
• Clear progression to a £70,000 basic salary as your client bank grows to around £350,000 recurring income.
\n
• Long-term succession opportunity to inherit a substantial portfolio from retiring advisers.
\n
• No new business targets and no expectation to generate business through cold prospecting.
\n
• 25% bonus on additional business generated from your existing clients.
\n
• 35% bonus on new clients introduced.
\n
• Hybrid working (3 days in the office, 2 from home).
\n
• Flexible start and finish times.
\n
• Freedom to choose your office working days.
\n
• Excellent administrative and Paraplanning support.
\n

Benefits

\n
• Annual bonus scheme.
\n
• 25 days holiday plus Bank Holidays, increasing with service.
\n
• Birthday leave.
\n
• Holiday purchase scheme.
\n
• Enhanced parental leave.
\n
• Pension scheme.
\n
• Life assurance.
\n
• Corporate eyecare.
\n
• Fully funded professional qualifications and ongoing study support.
\n
• Employee discounts and additional lifestyle benefits.
\n

About You

\n
• Applications are welcomed from experienced Financial Planners who:
\n
• Hold Competent Adviser Status (CAS).
\n
• Have experience providing holistic financial planning advice.
\n
• Are Level 4 Diploma qualified, with those working towards Chartered status particularly encouraged to apply.
\n
• Are passionate about delivering excellent client outcomes and developing long-term relationships.
\n
• Live within approximately 20-25 miles of the office and are able to drive.
\n

This is an exceptional opportunity for an adviser looking to inherit an established client bank, enjoy genuine work-life balance, and join a business with an exciting future and clear long-term career progression.