Financial planner

Financial Planner | Manage a client bank |Be part of a growing firm where compliance meets ambition – and ambition is rewarded

A growing financial services firm dedicated to delivering exceptional client care and building long-term trusted relationships. The supportive environment enables advisors to thrive while maintaining the highest standards of professionalism and compliance. We are now seeking an experienced and financial advisor to join the team and help shape the future of our firm.

Salary: £50,000 – £65,000 + bonuses & flexible working WFH

You get full paraplanning and admin support so you can focus on meeting clients and building relationships.

As a financial advisor, you will be responsible for:

• Servicing and maintaining a dedicated client bank (approx. 150 households, circa £40M AUM).
• Conducting regular client reviews and completing annual suitability letters within two weeks of each meeting.
• Ensuring full compliance and maintaining thorough, accurate client files.
• Proactively generating new business and expanding your client base from the existing clients.

Your initial focus will be on:

• Servicing the existing client bank.
• Completing suitability letters promptly.
• Maintaining the highest compliance standards.

• Skilled in holistic financial planning and client relationship management.
• Highly compliant, with meticulous attention to detail.
• Proactive, commercially minded, and capable of developing new business.
• Confident working with well‑informed clients.

Base salary: £55,000 – £65,000

Compliance bonus: £8,000 for maintaining a 95% file completion rate (reduced for lower levels).

New business bonus:

• 10% of first £60,000
• 20% of £60,000 – £90,000
• 30% of £90,000 – £120,000
• 50% of earnings above £120,000

This role offers both challenge and reward. You will work in a dynamic environment, adapting to evolving client needs and compliance requirements, while enjoying the opportunity to grow professionally and earn significant bonuses.