At a Glance
- Tasks: Provide holistic financial planning advice and build long-term client relationships.
- Company: Established independent financial planning firm with a strong national presence.
- Benefits: Salary up to £75,000, excellent bonuses, and comprehensive health benefits.
- Other info: Flexible hybrid working, dedicated support, and excellent career growth opportunities.
- Why this job: Inherit a substantial client bank and enjoy genuine autonomy in a supportive environment.
- Qualifications: Level 4 Diploma qualified with 2+ years as a Financial Planner.
The predicted salary is between 75000 - 75000 £ per year.
An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £30m - £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning.
This is an ideal opportunity for an ambitious Financial Planner who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Financial Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after clients and building relationships.
Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this. You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development.
What's on Offer
- Salary to £75,000 depending on experience
- Excellent bonus structure
- Existing client bank of approximately £30m - £40m AUM inherited from a retiring adviser
- Full administrative and paraplanning support
- Full study support towards Chartered status, plus study days for each exam
- Flexible and hybrid working environment
- Genuine autonomy and adviser trust culture
- Excellent Training & Competence support
- AI support in place to reduce administration and increase efficiency
Benefits
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Private GP service
- Health Cash Plan
- Income Protection
- Life Assurance (4x salary)
- Employee Assistance Programme
- Pension (6% employer / 3% employee contribution)
- Excellent company culture and regular social events
Who They're Looking For
- Level 4 Diploma qualified
- Ideally Chartered (or working towards Chartered)
- Competent Adviser Status (CAS) in current or previous role
- Around 2 years+ as a Financial Planner
- Individuals seeking a long-term opportunity within a supportive and growing independent firm
This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term.
Financial Planner - £40m Client Book Provided, to £75,000 + Bonus + Hybrid / Flexible Working, [...] in Exeter employer: Financial Divisions
Join a well-established Independent Financial Planning firm that prioritises your growth and wellbeing. With a strong commitment to adviser development, flexible hybrid working, and an attractive benefits package, you will thrive in a supportive environment that values autonomy and work/life balance. Inheriting a substantial client bank from day one, you'll have the opportunity to build long-term relationships while benefiting from comprehensive administrative and paraplanning support.
