Senior Financial Planner

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• Chartered Financial Planner - MUST HAVE
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• Manage 100 clients/families - £100m AUM
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• Servicing role - no expectation to build the book of business
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• Chartered IFA firm in City of London
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• 3 years of advising experience is required
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• £75k plus attractive bonuses
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My client are an award winning Chartered independent wealth planning firm in the City of London with several billion AUM who I have met and placed 20+ staff with over the past 5 years. They have beautiful offices and offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast. They have over an abundance of clients in their current setup with cases ranging from £200k - £50m to invest. The advisers offer advice on pensions, investments, tax planning, estate planning, retirement planning, cashflow modelling, protections (both personal and business), esoteric investment schemes as well as having a separate mortgage department.

The Managing Director is seeking a servicing adviser to work in a pod with a high billing adviser. You will ideally be chartered or very close to completion. The client bank you will inherit has clients with £700k - £2m invested and are mainly based in the Southeast and are a mix of retirees, families and City professionals. Your work with operate on a whole of market basis and will involve lots of intergenerational financial planning, IHT work and tax mitigation strategies. You will have full admin and paraplanning support from the pod you will be working in and after onboarding you can WFH a few days per week.

If this sounds of interest or any other roles I am working on please get in touch.