Financial Planner

An outstanding opportunity has arisen for an experienced Financial Planner to join a well-established and highly respected wealth management firm that is entering an exciting new phase of growth following its acquisition by a major national financial planning group. This is a rare succession planning opportunity rather than a traditional sales role. Several highly experienced Financial Planners are due to retire over the next 2-3 years, creating a structured handover of longstanding client relationships and offering genuine long-term career prospects.

From day one, you'll inherit an established portfolio generating approximately £250,000 of recurring income, allowing you to focus on delivering exceptional advice and client service rather than spending your time generating new business. Over the following 12-18 months, you'll work closely alongside senior advisers as they gradually transition their client relationships, with the longer-term opportunity to inherit a significantly larger client bank.

The Role Working alongside an experienced team of Paraplanners and Client Administrators, you will:
Deliver holistic financial planning advice to an established portfolio of HNW clients. Conduct annual reviews and build long-term client relationships. Provide advice across pensions, investments, retirement planning, protection and tax-efficient planning. Identify additional planning opportunities within your existing client bank. Ensure all advice meets FCA and Consumer Duty requirements. Work collaboratively with a highly experienced technical support team, allowing you to focus on clients and advice delivery.

What's on Offer? Basic salary of £50,000 with an inherited recurring income of approximately £250,000. Clear progression to a £70,000 basic salary as your client bank grows to around £350,000 recurring income. Long-term succession opportunity to inherit a substantial portfolio from retiring advisers. No new business targets and no expectation to generate business through cold prospecting. 25% bonus on additional business generated from your existing clients.

35% bonus on new clients introduced. Hybrid working (3 days in the office, 2 from home). Flexible start and finish times. Freedom to choose your office working days. Excellent administrative and Paraplanning support. Benefits Annual bonus scheme. 25 days holiday plus Bank Holidays, increasing with service. Birthday leave. Holiday purchase scheme. Enhanced parental leave. Pension scheme. Life assurance. Corporate eyecare.

Fully funded professional qualifications and ongoing study support. Employee discounts and additional lifestyle benefits. About You Applications are welcomed from experienced Financial Planners who:
Hold Competent Adviser Status (CAS). Have experience providing holistic financial planning advice. Are Level 4 Diploma qualified, with those working towards Chartered status particularly encouraged to apply. Are passionate about delivering excellent client outcomes and developing long-term relationships. Live within approximately 20-25 miles of the office and are able to drive. This is an exceptional opportunity for an adviser looking to inherit an established client bank, enjoy genuine work-life balance, and join a business with an exciting future and clear long-term career progression.