At a Glance
- Tasks: Manage a £45m client portfolio and build long-term relationships with high net worth clients.
- Company: Established financial planning business in the North West.
- Benefits: Up to £80,000 salary, bonuses, life assurance, and professional development opportunities.
- Other info: Collaborative environment with excellent support from experienced teams.
- Why this job: Inherit a quality portfolio while growing your profile and client base.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong relationship management skills.
The predicted salary is between 54000 - 66000 £ per year.
An exciting opportunity has arisen for an experienced Financial Planner to join a well-established financial planning business in the North West and take responsibility for an established £45m client bank, consisting of profitable, high net worth households. This is an excellent opportunity for an adviser who enjoys building trusted, long-term relationships with clients and wants the opportunity to inherit a quality portfolio while continuing to develop new business and grow assets under management.
Key Responsibilities
- Take responsibility for an established £45m client portfolio
- Build and develop trusted, long-term relationships with high net worth clients
- Conduct regular client reviews and ensure advice reflects clients’ changing circumstances and objectives
- Deliver a holistic financial planning experience
- Develop existing client relationships and identify opportunities to increase assets and ongoing fees
- Generate new clients through referrals, professional connections, networking and existing relationships
- Work closely with the Business Development team to identify and develop new opportunities
- Develop and execute an individual business plan focused on client acquisition, revenue and AuM growth
- Maintain high standards of regulatory compliance, client service and professional conduct
- Work collaboratively with colleagues and share best practice
About You
The ideal candidate will be an experienced Financial Planner with a strong track record of building and developing client relationships. You will ideally have:
- Level 4 Diploma in Regulated Financial Planning or equivalent
- Chartered status, or be working towards Chartered status
- Strong relationship management and communication skills
- Experience working with high net worth clients
- A strong network and proven ability to generate new business
- Commercial awareness and a strong new business mindset
- Excellent organisational and administration skills
- A strong understanding of regulatory requirements and client outcomes
- The ability to work independently while contributing positively to a wider team
What’s on Offer
- Up to £80,000 basic salary + benefits
- High net worth client base
- North West-based opportunity
- Opportunity to grow an established portfolio
- Strong focus on holistic financial planning
- Support from experienced adviser, business development and support teams
- Discretionary annual bonus based on individual, team and company performance
- Life Assurance
- Income Protection
- Employer pension contribution
- Additional wellbeing and lifestyle benefits
- Opportunities for ongoing professional development
The role offers a rare opportunity to step into an established HNW client portfolio while still having significant scope to develop relationships, attract new clients and grow your profile within the business.
Financial Planner - £45m Book to Inherit in Nottingham employer: Vernon Thomas Recruitment
Join a respected financial planning firm in Greater Manchester, where your role as Office Manager will not only ensure the smooth operation of a dynamic office but also contribute to a collaborative and supportive team environment. With competitive salaries, hybrid working options, and a strong focus on professional development, this company values its employees and offers genuine opportunities for career progression, making it an excellent employer for those seeking meaningful and rewarding work.
