Financial Planner

 

Description:

An award-winning boutique IFA firm near Bishop's Stortford is seeking an experienced Financial Planner to take over an established portfolio of 150 clients with a total £35m AUM. This is a servicing-only role, allowing you to focus purely on providing high-quality financial advice without the pressure of generating new business.

The firm specializes in offering whole-of-market financial advice to HNW retirees, accumulators, local families, and SME owners across Sussex, Kent, and London. Their services include:
Pensions & investments
Tax planning & cashflow modelling
Retirement planning & protections
VCT & EIS schemes (esoteric investments)

With strong client retention and a well-established solicitor referral network, the firm places exceptional customer service above AUM targets. The role will free up another adviser to focus on business development while you concentrate on maintaining and enhancing client relationships.

What We Offer:

Salary up to £100k (negotiable) + bonuses
Manage £35m AUM (150 clients, £200k - £8m portfolios)
Full administrative & paraplanning support
Strong ethical culture with no AUM targets
Work with leading platforms: Quilter, Transact, AJ Bell, and more
Opportunity to become Chartered (if not already)

Ideal Candidate:

📌 Independent wealth planning background (Chartered or working towards it)
📌 Restricted advice background may also be considered
📌 Knowledge of Intelligent Office, Cashcalc, or FE Analytics is a plus
📌 Strong client relationship management skills

Organization Financial Divisions
Industry Banking / Financial Services Jobs
Occupational Category Financial Planner
Job Location Hertfordshire,UK
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 2 Years
Posted at 2025-02-22 4:57 pm
Expires on 2025-04-08