At a Glance
- Tasks: Deliver exceptional financial advice and build strong client relationships.
- Company: A growing, independent wealth management firm with a supportive team.
- Benefits: Competitive salary up to £80,000, hybrid working, and ongoing leads.
- Other info: Enjoy a flexible work environment with opportunities for professional growth.
- Why this job: Join a firm that provides warm referrals and the chance to scale your earnings.
- Qualifications: CAS achieved and a passion for client relationship building.
The predicted salary is between 80000 - 80000 £ per year.
Financial Planner – HNW Clients Provided and opportunity to scale Do you want to focus on delivering great advice — without the constant pressure of self-generating business?
A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team.
This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings.
This role is ideal for an adviser who wants to grow a client bank — backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support — while earning an employed salary with realistic six-figure potential.
The starting salary is up to £80,000 (OTE £100,000) Are you CAS achieved but frustrated by the lack of quality leads and real support?
Why This Role Stands Out 40–50 existing clients introduced, each with £500,000+ AUM — providing a strong foundation from day one Ongoing high-quality, pre-qualified leads provided Referrals coming directly into the branch Opportunities to participate in business seminars and client events Independent, whole-of-market advice model Backed by one of the UK’s largest Chartered financial planning operations Hybrid working with flexibility Th...
