At a Glance
- Tasks: Provide tailored financial planning advice to help clients achieve their goals.
- Company: Reputable wealth management firm with a focus on client relationships.
- Benefits: Up to £70,000 salary, uncapped bonuses, and comprehensive benefits package.
- Other info: Hybrid working model with opportunities for networking and professional growth.
- Why this job: Join a growing firm and make a real difference in clients' financial lives.
- Qualifications: Chartered Financial Planner or close to achieving Chartered status.
The predicted salary is between 70000 - 70000 £ per year.
An excellent opportunity has arisen for an ambitious and client-focused Financial Planner to join a growing and highly regarded wealth management firm based in Essex.
This position is ideally suited to a Chartered Financial Planner, or someone close to achieving Chartered status, who is passionate about delivering high-quality, goals-based financial planning and building lasting client relationships.
The Role
You will provide holistic financial planning advice to a range of private clients, helping them achieve their financial objectives through tailored planning strategies. Alongside managing existing relationships, you will have the opportunity to develop and grow your client portfolio through referrals and professional connections.
Key Responsibilities
- Deliver comprehensive financial planning advice covering retirement, investments, protection, estate planning and wealth preservation.
- Build and maintain strong relationships with clients, their families, business owners and trustees.
- Develop and grow a client bank through referrals, networking and relationship management.
Financial Planner in Southend-on-Sea employer: Blakemore Recruitment
Join a dynamic and supportive wealth management firm in Leigh-on-Sea, Essex, where your ambition and client-focused approach will be valued. With a hybrid working model, comprehensive benefits, and uncapped bonus potential, this role offers not just a job but a pathway for professional growth and meaningful client relationships. Experience a collaborative work culture that prioritises employee development and rewards excellence in financial planning.
