Financial Planner - AUM/clients in place

45000.00 - 55000.00 GBP Annual + GBP45000 - GBP55000/annum Bonus + Benefits
12 Apr 2017
26 Apr 2017
Contract Type
Full Time
Our client is a national wealth management business that has been extremely acquisitive in recent years. Due to this they now have a vacancy in Essex for an experienced financial planner to manage an existing book of high net worth clients.

The firm currently has the need for an adviser to take over the running of a client base that has a sizeable amount of assets under management and ongoing fees attached to it. Responsible for overseeing the change in relationship, the role will combine the retention/servicing of existing clients whilst being tasked with developing the portfolio further.

A holistic financial advice role, applicants must be experienced paraplanners, preferably with an independent background. Giving the nature of the position any candidate must have good all round technical knowledge and be comfortable dealing with demanding clients who have complex financial planning needs. Level 4 status is the minimum requirement although the firm would support any adviser to Chartered status. An excellent track record and stable career history is a must.

On offer is an employed package with a validation level below the industry standard. Given the ongoing advice fees in place the successful applicant will already be close to achieving target meaning that this is a lucrative opportunity. Full, local support is provided by a team of experienced administrators and paraplanners.

Whilst a restricted model, the range of services/products on offer is extensive with the firm having access to numerous platforms and DFMs as well as being able to carry out advice on areas such as EISs and VCTs