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 opportunities for career growth.
- 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 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
- 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
- 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, Plymouth employer: Financial Divisions
Join a thriving Independent Financial Planning firm in Plymouth, where your career as a Financial Planner will flourish within a supportive and dynamic environment. With a strong commitment to adviser development, flexible working arrangements, and an attractive benefits package, you will enjoy the autonomy to manage your own client relationships while benefiting from comprehensive administrative and paraplanning support. This is an exceptional opportunity to inherit a substantial client bank and grow into a senior role in a company that genuinely values work/life balance and employee wellbeing.
