Financial Planner

Partner Practice of St. James's Place Wealth Management
, based out of Suffolk

This is a well-established business, advising just shy of 500 clients
, with a strong local presence. Supportive culture, tight-knit team looking to take on an ambitious and open-minded individual. You could be part of the succession plan for this business.

To provide high-quality holistic financial advice to both existing and new clients, supporting the growth of the business through proactive new business generation. You walk in with approximately 100 clients to begin servicing.

Become part of a successful, well-established practice, receive first-class mentorship, accelerate your professional development, and enjoy the rewards of a highly attractive earning opportunity.

For those who want the rewards of running their own business, without starting from scratch.

• Opportunity to begin with approx. 100 clients
• 70% Initial and Ongoing Advice Fees on self-generated business, subject to validation
• 50/50 split of Initial and Ongoing Advice fees on practice-provided leads
• Opportunity to buy into the practice within 2-3 years
• Additional bonuses linked to documentation quality & client servicing scores
• Dedicated on-site back-office support
• Streamlined paraplanning through Tweed AI
  , with specialist paraplanning costs shared with the practice for complex cases

This route offers an established client base, an attractive share of fees and dedicated support, with a potential route to ownership.

For those who would work better with financial security, with support to develop and progress in their career.

• Trainee salary of approximately £35,000
• Negotiable salary for experienced advisers
• 25% Initial Advice Fee Bonus, tiered & subject to validation of salary
• Up to 50% Ongoing Advice Fees, on self-generated business
• Additional bonuses linked to documentation quality & client servicing scores
• Dedicated on-site back-office support
• Streamlined paraplanning through Tweed AI
  , with specialist paraplanning costs shared with the practice for complex cases

• Existing client servicing opportunities with both private and corporate clients
• First class mentor at your side, in the office with you
• Specialist Advice and Technical support
• On-site Admin Support Cutting-edge Technology, giving you more time to spend with cients
• Highly competitive earning potential
• The St. James's Place Advice Guarantee*

We’re keen to speak with experienced Financial Planners who thrive on building long-term client relationships and delivering holistic financial planning. Whether you’re well established or looking for a role that will nurture you, and accelerate you in your career, we’d love to have a confidential discussion.

Disclaimer: The information contained in this advert applies exclusively to the vacancy being recruited for. As Partner Practices within the St. James's Place Partnership operate individually, arrangements and opportunities will vary between businesses.

Please note, specific details of this opportunity may be subject to change.